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Forum Financial Management’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Forum Financial Management’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
Q3 		– Sell
-2,655
Closed -$200K – 1049
2025
Q2 		$200K Hold
2,655
– – ﹤0.01% 909
2025
Q1 		$201K Buy
+2,655
New +$200K ﹤0.01% 823
2023
Q4 		– Sell
-3,668
Closed -$276K – 716
2023
Q3 		$276K Sell
3,668
-866
-19% -$64.9K 0.01% 447
2023
Q2 		$340K Buy
+4,534
New +$339K 0.01% 397

Other funds holding RAVI

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Forum Financial Management's RAVI Position: Q3 2025 in Review

Forum Financial Management sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q3 2025, closing a stake of 2,655 shares — an estimated $200K sold.

Forum Financial Management first reported a position in RAVI in Q2 2023 and held it in 4 quarters. The position peaked at $340K in Q2 2023. 68 funds tracked by Wall St. Rank hold RAVI as of Q3 2025.

  • Forum Financial Management reported no remaining FlexShares Ultra-Short Income Fund position as of Q3 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,655 FlexShares Ultra-Short Income Fund shares in Q3 2025, an estimated $200K.
  • Forum Financial Management first reported a position in FlexShares Ultra-Short Income Fund in Q2 2023 and held it in 4 quarters.
  • Forum Financial Management's FlexShares Ultra-Short Income Fund position peaked at $340K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q3 2025.

Based on Forum Financial Management's 13F filing for Q3 2025, filed 24 Oct 2025.