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

Wealth Watch 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
Q1 		– Sell
-70
Closed -$5.28K – 692
2025
Q4 		$5.28K Buy
+70
New +$5.28K ﹤0.01% 510

Other funds holding RAVI

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CL
CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealth Watch Advisors's RAVI Position: Q1 2026 in Review

Wealth Watch Advisors sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q1 2026, closing a stake of 70 shares — an estimated $5.28K sold.

Wealth Watch Advisors first reported a position in RAVI in Q4 2025 and held it in 1 quarter. The position peaked at $5.28K in Q4 2025. 76 funds tracked by Wall St. Rank hold RAVI as of Q1 2026.

  • Wealth Watch Advisors reported no remaining FlexShares Ultra-Short Income Fund position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 70 FlexShares Ultra-Short Income Fund shares in Q1 2026, an estimated $5.28K.
  • Wealth Watch Advisors first reported a position in FlexShares Ultra-Short Income Fund in Q4 2025 and held it in 1 quarter.
  • Wealth Watch Advisors's FlexShares Ultra-Short Income Fund position peaked at $5.28K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.