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

PSI 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
2025
Q2 		– Sell
-13
Closed -$983 – 552
2025
Q1 		$983 Sell
13
-6
-32% -$452 ﹤0.01% 643
2024
Q4 		$1.43K Buy
19
+4
+27% +$301 ﹤0.01% 758
2024
Q3 		$1.14K Buy
15
+9
+150% +$679 ﹤0.01% 773
2024
Q2 		$453 Buy
+6
New +$452 ﹤0.01% 793

Other funds holding RAVI

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Envestnet Asset Management
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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PSI Advisors's RAVI Position: Q2 2025 in Review

PSI Advisors sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q2 2025, closing a stake of 13 shares — an estimated $983 sold.

PSI Advisors first reported a position in RAVI in Q2 2024 and held it in 4 quarters. The position peaked at $1.43K in Q4 2024. 58 funds tracked by Wall St. Rank hold RAVI as of Q2 2025.

  • PSI Advisors reported no remaining FlexShares Ultra-Short Income Fund position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 13 FlexShares Ultra-Short Income Fund shares in Q2 2025, an estimated $983.
  • PSI Advisors first reported a position in FlexShares Ultra-Short Income Fund in Q2 2024 and held it in 4 quarters.
  • PSI Advisors's FlexShares Ultra-Short Income Fund position peaked at $1.43K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.