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Smartleaf Asset Management’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Smartleaf Asset Management’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
Q4 		– Sell
-3,716
Closed -$281K – 3543
2025
Q3 		$281K Buy
+3,716
New +$280K 0.02% 618

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TA
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IFA
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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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Smartleaf Asset Management's RAVI Position: Q4 2025 in Review

Smartleaf Asset Management sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q4 2025, closing a stake of 3,716 shares — an estimated $281K sold.

Smartleaf Asset Management first reported a position in RAVI in Q3 2025 and held it in 1 quarter. The position peaked at $281K in Q3 2025. 66 funds tracked by Wall St. Rank hold RAVI as of Q4 2025.

  • Smartleaf Asset Management reported no remaining FlexShares Ultra-Short Income Fund position as of Q4 2025 after selling out during the quarter.
  • Smartleaf Asset Management sold 3,716 FlexShares Ultra-Short Income Fund shares in Q4 2025, an estimated $281K.
  • Smartleaf Asset Management first reported a position in FlexShares Ultra-Short Income Fund in Q3 2025 and held it in 1 quarter.
  • Smartleaf Asset Management's FlexShares Ultra-Short Income Fund position peaked at $281K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q4 2025.

Based on Smartleaf Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.