Highland Investment Advisors LLC’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Highland Investment Advisors LLC’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	$1.04K	Buy	+14	New	+$1.05K	﹤0.01%	546

Other funds holding RAVI

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CIM LLC Albany, New York $773M AUM 28.11% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Highland Investment Advisors LLC's RAVI Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in FlexShares Ultra-Short Income Fund (RAVI) in Q2 2026: 14 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings.

65 funds tracked by Wall St. Rank hold RAVI as of Q2 2026.

Highland Investment Advisors LLC held 14 shares of FlexShares Ultra-Short Income Fund worth $1.04K as of Q2 2026.
FlexShares Ultra-Short Income Fund was a new Highland Investment Advisors LLC position in Q2 2026.
FlexShares Ultra-Short Income Fund made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #546 holding.
65 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.