Commonwealth Equity Services
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Commonwealth Equity Services’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Commonwealth Equity Services’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
Q2 		$1.44M Buy
+19,103
New +$1.44M ﹤0.01% 2413
2025
Q3 		– Sell
-3,501
Closed -$264K – 4403
2025
Q2 		$264K Sell
3,501
-76
-2% -$5.72K ﹤0.01% 3706
2025
Q1 		$270K Buy
3,577
+15
+0.4% +$1.13K ﹤0.01% 3592
2024
Q4 		$268K Sell
3,562
-1,029
-22% -$77.5K ﹤0.01% 3520
2024
Q3 		$347K Sell
4,591
-2,133
-32% -$161K ﹤0.01% 3222
2024
Q2 		$507K Sell
6,724
-3,012
-31% -$227K ﹤0.01% 2820
2024
Q1 		$735K Sell
9,736
-1,224
-11% -$92.1K ﹤0.01% 2479
2023
Q4 		$822K Sell
10,960
-53,091
-83% -$3.98M ﹤0.01% 2309
2023
Q3 		$4.81M Buy
64,051
+3,514
+6% +$263K 0.01% 1051
2023
Q2 		$4.54M Buy
60,537
+50,531
+505% +$3.78M 0.01% 1088
2023
Q1 		$748 Buy
10,006
+2,238
+29% +$167K ﹤0.01% 2241
2022
Q4 		$577K Buy
7,768
+502
+7% +$37.3K ﹤0.01% 2351
2022
Q3 		$540K Sell
7,266
-260
-3% -$19.4K ﹤0.01% 2340
2022
Q2 		$560K Sell
7,526
-118
-2% -$8.81K ﹤0.01% 2322
2022
Q1 		$572K Sell
7,644
-172
-2% -$12.9K ﹤0.01% 2414
2021
Q4 		$590K Sell
7,816
-291
-4% -$22.1K ﹤0.01% 2387
2021
Q3 		$617K Buy
8,107
+4
+0% +$305 ﹤0.01% 2310
2021
Q2 		$617K Sell
8,103
-193
-2% -$14.7K ﹤0.01% 2300
2021
Q1 		$631K Sell
8,296
-3,548
-30% -$271K ﹤0.01% 2134
2020
Q4 		$903K Buy
11,844
+3,091
+35% +$236K ﹤0.01% 1711
2020
Q3 		$668K Sell
8,753
-442
-5% -$33.7K ﹤0.01% 1763
2020
Q2 		$701K Sell
9,195
-618
-6% -$46.8K ﹤0.01% 1647
2020
Q1 		$727K Buy
9,813
+562
+6% +$42.4K ﹤0.01% 1449
2019
Q4 		$700K Buy
9,251
+802
+9% +$60.8K ﹤0.01% 1657
2019
Q3 		$640K Buy
8,449
+940
+13% +$71.2K ﹤0.01% 1657
2019
Q2 		$569K Sell
7,509
-1,276
-15% -$96.5K ﹤0.01% 1712
2019
Q1 		$663K Buy
8,785
+240
+3% +$18.1K ﹤0.01% 1560
2018
Q4 		$641K Buy
8,545
+2,529
+42% +$191K ﹤0.01% 1477
2018
Q3 		$454K Buy
+6,016
New +$454K ﹤0.01% 1847
2018
Q2 		– Sell
-2,733
Closed -$205K – 2804
2018
Q1 		$205K Buy
+2,733
New +$206K ﹤0.01% 2387

Other funds holding RAVI

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services's RAVI Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in FlexShares Ultra-Short Income Fund (RAVI) in Q2 2026: 19,103 shares worth $1.44M. The stake represents ﹤0.01% of the portfolio and ranks #2413 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in RAVI as recently as Q2 2025.

Commonwealth Equity Services first reported a position in RAVI in Q1 2018 and has held it in 30 quarters since. The position peaked at $4.81M in Q3 2023. 56 funds tracked by Wall St. Rank hold RAVI as of Q2 2026.

  • Commonwealth Equity Services held 19,103 shares of FlexShares Ultra-Short Income Fund worth $1.44M as of Q2 2026.
  • FlexShares Ultra-Short Income Fund was a new Commonwealth Equity Services position in Q2 2026.
  • FlexShares Ultra-Short Income Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2413 holding.
  • Commonwealth Equity Services first reported a position in FlexShares Ultra-Short Income Fund in Q1 2018 and has held it in 30 quarters since.
  • Commonwealth Equity Services's FlexShares Ultra-Short Income Fund position peaked at $4.81M in Q3 2023.
  • 56 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.