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Sound Income Strategies’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-61
Closed -$4.58K – 1942
2026
Q1 		$4.58K Buy
+61
New +$4.6K ﹤0.01% 1863
2025
Q3 		– Sell
-3
Closed -$243 – 1799
2025
Q2 		$243 Hold
3
– – ﹤0.01% 1519
2025
Q1 		$241 Buy
+3
New +$226 ﹤0.01% 1470
2024
Q1 		– Sell
-695
Closed -$52.1K – 1428
2023
Q4 		$52.1K Buy
+695
New +$52.1K ﹤0.01% 398

Other funds holding RAVI

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return
AI
Auour Investments Woburn, Massachusetts $349M AUM 13.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KFS
Keynote Financial Services Vernon, Connecticut $214M AUM 60.12% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Sound Income Strategies's RAVI Position: Q2 2026 in Review

Sound Income Strategies sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q2 2026, closing a stake of 61 shares — an estimated $4.58K sold.

Sound Income Strategies first reported a position in RAVI in Q4 2023 and held it in 4 quarters. The position peaked at $52.1K in Q4 2023. 27 funds tracked by Wall St. Rank hold RAVI as of Q2 2026.

  • Sound Income Strategies reported no remaining FlexShares Ultra-Short Income Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 61 FlexShares Ultra-Short Income Fund shares in Q2 2026, an estimated $4.58K.
  • Sound Income Strategies first reported a position in FlexShares Ultra-Short Income Fund in Q4 2023 and held it in 4 quarters.
  • Sound Income Strategies's FlexShares Ultra-Short Income Fund position peaked at $52.1K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.