Legacy Investment Solutions’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Legacy Investment Solutions’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 Q2	$101K	Buy	+1,343	New	+$101K	0.05%	108

Other funds holding RAVI

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

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

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Legacy Investment Solutions's RAVI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in FlexShares Ultra-Short Income Fund (RAVI) in Q2 2025: 1,343 shares worth $101K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings.

58 funds tracked by Wall St. Rank hold RAVI as of Q2 2025.

Legacy Investment Solutions held 1,343 shares of FlexShares Ultra-Short Income Fund worth $101K as of Q2 2025.
FlexShares Ultra-Short Income Fund was a new Legacy Investment Solutions position in Q2 2025.
FlexShares Ultra-Short Income Fund made up 0.05% of Legacy Investment Solutions's portfolio in Q2 2025, its #108 holding.
58 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.