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

NewEdge 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 		$11.5K Hold
152
– – ﹤0.01% 3367
2025
Q4 		$11.5K Sell
152
-7
-4% -$528 ﹤0.01% 3433
2025
Q3 		$12K Buy
+159
New +$12K ﹤0.01% 3276

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 $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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 $618B AUM 30.34% 1-Year Est. Return

NewEdge Advisors's RAVI Position: Q1 2026 in Review

NewEdge Advisors held its FlexShares Ultra-Short Income Fund (RAVI) position steady in Q1 2026 at 152 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3367.

NewEdge Advisors first reported a position in RAVI in Q3 2025 and has held it in 3 quarters since. The position peaked at $12K in Q3 2025. 76 funds tracked by Wall St. Rank hold RAVI as of Q1 2026.

  • NewEdge Advisors held 152 shares of FlexShares Ultra-Short Income Fund worth $11.5K as of Q1 2026.
  • NewEdge Advisors left its FlexShares Ultra-Short Income Fund share count unchanged in Q1 2026.
  • FlexShares Ultra-Short Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3367 holding.
  • NewEdge Advisors first reported a position in FlexShares Ultra-Short Income Fund in Q3 2025 and has held it in 3 quarters since.
  • NewEdge Advisors's FlexShares Ultra-Short Income Fund position peaked at $12K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.