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Walkner Condon Financial Advisors’s Northern Trust Ultra-Short Fixed Income ETF RAVI Stock Holding History

Walkner Condon Financial 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
Q2 		$294K Buy
3,900
+485
+14% +$36.5K 0.03% 265
2026
Q1 		$258K Buy
+3,415
New +$258K 0.03% 272

Other funds holding RAVI

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $773M AUM 28.11% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Walkner Condon Financial Advisors's RAVI Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Northern Trust Ultra-Short Fixed Income ETF (RAVI) stake by 14% in Q2 2026, buying an estimated $36.5K and bringing the position to 3,900 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #265.

Walkner Condon Financial Advisors first reported a position in RAVI in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold RAVI as of Q2 2026.

  • Walkner Condon Financial Advisors held 3,900 shares of Northern Trust Ultra-Short Fixed Income ETF worth $294K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 485 Northern Trust Ultra-Short Fixed Income ETF shares in Q2 2026, an estimated $36.5K.
  • Northern Trust Ultra-Short Fixed Income ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #265 holding.
  • Walkner Condon Financial Advisors first reported a position in Northern Trust Ultra-Short Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Northern Trust Ultra-Short Fixed Income ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.