Creative Financial Designs’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Creative Financial Designs’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	$8.6K	Buy	114 +92	+418%	+$6.94K	﹤0.01%	1452
2025 Q4	$1.66K	Sell	22 -22	-50%	-$1.66K	﹤0.01%	1712
2025 Q3	$3.33K	Buy	44 +41	+1,367%	+$3.09K	﹤0.01%	1618
2025 Q2	$227	Buy	+3	New	+$226	﹤0.01%	1943
2018 Q3	–	Sell	-531	Closed	-$40K	–	812
2018 Q2	$40K	Buy	+531	New	+$40K	0.02%	265
2017 Q1	–	Sell	-20	Closed	-$2K	–	829
2016 Q4	$2K	Buy	+20	New	+$1.51K	﹤0.01%	605

Other funds holding RAVI

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Creative Financial Designs's RAVI Position: Q1 2026 in Review

Creative Financial Designs increased its FlexShares Ultra-Short Income Fund (RAVI) stake by 418% in Q1 2026, buying an estimated $6.94K and bringing the position to 114 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Creative Financial Designs first reported a position in RAVI in Q4 2016 and has held it in 6 quarters since. The position peaked at $40K in Q2 2018. 76 funds tracked by Wall St. Rank hold RAVI as of Q1 2026.

Creative Financial Designs held 114 shares of FlexShares Ultra-Short Income Fund worth $8.6K as of Q1 2026.
Creative Financial Designs bought 92 FlexShares Ultra-Short Income Fund shares in Q1 2026, an estimated $6.94K.
FlexShares Ultra-Short Income Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1452 holding.
Creative Financial Designs first reported a position in FlexShares Ultra-Short Income Fund in Q4 2016 and has held it in 6 quarters since.
Creative Financial Designs's FlexShares Ultra-Short Income Fund position peaked at $40K in Q2 2018.
76 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.