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Insigneo Advisory Services’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Insigneo Advisory 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
2025
Q4 		– Sell
-4,662
Closed -$353K – 824
2025
Q3 		$353K Buy
+4,662
New +$352K 0.02% 466

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TA
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IFA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Insigneo Advisory Services's RAVI Position: Q4 2025 in Review

Insigneo Advisory Services sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q4 2025, closing a stake of 4,662 shares — an estimated $353K sold.

Insigneo Advisory Services first reported a position in RAVI in Q3 2025 and held it in 1 quarter. The position peaked at $353K in Q3 2025. 66 funds tracked by Wall St. Rank hold RAVI as of Q4 2025.

  • Insigneo Advisory Services reported no remaining FlexShares Ultra-Short Income Fund position as of Q4 2025 after selling out during the quarter.
  • Insigneo Advisory Services sold 4,662 FlexShares Ultra-Short Income Fund shares in Q4 2025, an estimated $353K.
  • Insigneo Advisory Services first reported a position in FlexShares Ultra-Short Income Fund in Q3 2025 and held it in 1 quarter.
  • Insigneo Advisory Services's FlexShares Ultra-Short Income Fund position peaked at $353K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.