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Cornerstone Planning Group’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Cornerstone Planning 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
2025
Q1 		– Sell
-10
Closed -$768 – 1662
2024
Q4 		$768 Hold
10
– – ﹤0.01% 1023
2024
Q3 		$759 Hold
10
– – ﹤0.01% 1004
2024
Q2 		$753 Buy
+10
New +$753 ﹤0.01% 1004

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Cornerstone Planning Group's RAVI Position: Q1 2025 in Review

Cornerstone Planning Group sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q1 2025, closing a stake of 10 shares — an estimated $768 sold.

Cornerstone Planning Group first reported a position in RAVI in Q2 2024 and held it in 3 quarters. The position peaked at $768 in Q4 2024. 54 funds tracked by Wall St. Rank hold RAVI as of Q1 2025.

  • Cornerstone Planning Group reported no remaining FlexShares Ultra-Short Income Fund position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 10 FlexShares Ultra-Short Income Fund shares in Q1 2025, an estimated $768.
  • Cornerstone Planning Group first reported a position in FlexShares Ultra-Short Income Fund in Q2 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's FlexShares Ultra-Short Income Fund position peaked at $768 in Q4 2024.
  • 54 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.