Baird Financial Group
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Baird Financial Group’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Baird Financial Group’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.13M Sell
28,228
-673
-2% -$50.8K ﹤0.01% 1022
2025
Q4 		$2.18M Sell
28,901
-111
-0.4% -$8.38K ﹤0.01% 1010
2025
Q3 		$2.19M Sell
29,012
-4,378
-13% -$330K ﹤0.01% 1014
2025
Q2 		$2.52M Sell
33,390
-195
-0.6% -$14.7K ﹤0.01% 937
2025
Q1 		$2.54M Buy
33,585
+8,191
+32% +$617K ﹤0.01% 898
2024
Q4 		$1.91M Sell
25,394
-4,291
-14% -$323K ﹤0.01% 988
2024
Q3 		$2.25M Buy
29,685
+3,813
+15% +$288K ﹤0.01% 930
2024
Q2 		$1.95M Sell
25,872
-6,969
-21% -$525K ﹤0.01% 965
2024
Q1 		$2.48M Sell
32,841
-722
-2% -$54.3K 0.01% 883
2023
Q4 		$2.52M Buy
33,563
+500
+2% +$37.5K 0.01% 869
2023
Q3 		$2.48M Sell
33,063
-1,420
-4% -$106K 0.01% 844
2023
Q2 		$2.58M Sell
34,483
-11,408
-25% -$853K 0.01% 833
2023
Q1 		$3.43M Buy
45,891
+425
+0.9% +$31.8K 0.01% 711
2022
Q4 		$3.38M Buy
45,466
+5,897
+15% +$438K 0.01% 690
2022
Q3 		$2.94M Buy
39,569
+6,998
+21% +$521K 0.01% 705
2022
Q2 		$2.42M Buy
32,571
+11,992
+58% +$895K 0.01% 787
2022
Q1 		$1.54M Hold
20,579
– – ﹤0.01% 990
2021
Q4 		$1.55M Sell
20,579
-1,990
-9% -$151K ﹤0.01% 1034
2021
Q3 		$1.72M Sell
22,569
-1,809
-7% -$138K ﹤0.01% 996
2021
Q2 		$1.86M Buy
24,378
+366
+2% +$27.9K ﹤0.01% 959
2021
Q1 		$1.83M Sell
24,012
-3,495
-13% -$266K 0.01% 920
2020
Q4 		$2.1M Buy
27,507
+530
+2% +$40.4K 0.01% 790
2020
Q3 		$2.06M Sell
26,977
-522
-2% -$39.8K 0.01% 734
2020
Q2 		$2.1M Sell
27,499
-109
-0.4% -$8.25K 0.01% 710
2020
Q1 		$2.05M Buy
27,608
+1,728
+7% +$130K 0.01% 681
2019
Q4 		$1.96M Sell
25,880
-3,300
-11% -$250K 0.01% 780
2019
Q3 		$2.21M Buy
29,180
+10,034
+52% +$760K 0.01% 745
2019
Q2 		$1.45M Buy
19,146
+2,116
+12% +$160K 0.01% 871
2019
Q1 		$1.29M Buy
+17,030
New +$1.28M 0.01% 788

Other funds holding RAVI

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Baird Financial Group's RAVI Position: Q1 2026 in Review

Baird Financial Group reduced its FlexShares Ultra-Short Income Fund (RAVI) stake by 2.3% in Q1 2026, selling an estimated $50.8K and leaving 28,228 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Baird Financial Group first reported a position in RAVI in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.43M in Q1 2023. 76 funds tracked by Wall St. Rank hold RAVI as of Q1 2026.

  • Baird Financial Group held 28,228 shares of FlexShares Ultra-Short Income Fund worth $2.13M as of Q1 2026.
  • Baird Financial Group sold 673 FlexShares Ultra-Short Income Fund shares in Q1 2026, an estimated $50.8K.
  • FlexShares Ultra-Short Income Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1022 holding.
  • Baird Financial Group first reported a position in FlexShares Ultra-Short Income Fund in Q1 2019 and has held it in 29 quarters since.
  • Baird Financial Group's FlexShares Ultra-Short Income Fund position peaked at $3.43M in Q1 2023.
  • 76 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.