MA
RAVI icon

Mutual Advisors’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Mutual Advisors’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 		– Sell
-2,947
Closed -$222K – 1381
2025
Q4 		$222K Hold
2,947
– – ﹤0.01% 1218
2025
Q3 		$223K Sell
2,947
-18
-0.6% -$1.36K ﹤0.01% 1181
2025
Q2 		$224K Buy
+2,965
New +$223K 0.01% 1090
2024
Q1 		– Sell
-3,257
Closed -$244K – 1123
2023
Q4 		$244K Sell
3,257
-2
-0.1% -$150 0.01% 891
2023
Q3 		$245K Buy
3,259
+33
+1% +$2.47K 0.01% 856
2023
Q2 		$242K Sell
3,226
-15
-0.5% -$1.12K 0.01% 880
2023
Q1 		$242K Hold
3,241
– – 0.01% 848
2022
Q4 		$241K Buy
+3,241
New +$241K 0.01% 811

Other funds holding RAVI

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return