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Signature Estate & Investment Advisors’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Signature Estate & Investment 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
-2,808
Closed -$212K – 591
2025
Q1 		$212K Hold
2,808
– – 0.01% 519
2024
Q4 		$211K Hold
2,808
– – 0.01% 500
2024
Q3 		$212K Hold
2,808
– – ﹤0.01% 491
2024
Q2 		$212K Buy
+2,808
New +$211K 0.01% 477

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 $424B AUM 22.96% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $49B AUM 25.55% 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

Signature Estate & Investment Advisors's RAVI Position: Q2 2025 in Review

Signature Estate & Investment Advisors sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q2 2025, closing a stake of 2,808 shares — an estimated $212K sold.

Signature Estate & Investment Advisors first reported a position in RAVI in Q2 2024 and held it in 4 quarters. The position peaked at $212K in Q3 2024. 58 funds tracked by Wall St. Rank hold RAVI as of Q2 2025.

  • Signature Estate & Investment Advisors reported no remaining FlexShares Ultra-Short Income Fund position as of Q2 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 2,808 FlexShares Ultra-Short Income Fund shares in Q2 2025, an estimated $212K.
  • Signature Estate & Investment Advisors first reported a position in FlexShares Ultra-Short Income Fund in Q2 2024 and held it in 4 quarters.
  • Signature Estate & Investment Advisors's FlexShares Ultra-Short Income Fund position peaked at $212K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q2 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.