Wealthcare Advisory Partners’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-5,193	Closed	-$390K	–	942
2024 Q4	$390K	Sell	5,193 -435	-8%	-$32.8K	0.01%	631
2024 Q3	$426K	Sell	5,628 -150	-3%	-$11.3K	0.01%	606
2024 Q2	$436K	Sell	5,778 -1,306	-18%	-$98.4K	0.01%	566
2024 Q1	$534K	Sell	7,084 -5,225	-42%	-$393K	0.02%	526
2023 Q4	$924K	Buy	12,309 +1,606	+15%	+$120K	0.04%	330
2023 Q3	$804K	Buy	10,703 +736	+7%	+$55.2K	0.04%	315
2023 Q2	$747K	Buy	9,967 +1,768	+22%	+$132K	0.03%	358
2023 Q1	$613K	Buy	8,199 +4,531	+124%	+$339K	0.03%	400
2022 Q4	$273K	Buy	+3,668	New	+$273K	0.01%	563

Other funds holding RAVI

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

CIM LLC Albany, New York $692M AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Wealthcare Advisory Partners's RAVI Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q1 2025, closing a stake of 5,193 shares — an estimated $390K sold.

Wealthcare Advisory Partners first reported a position in RAVI in Q4 2022 and held it in 9 quarters. The position peaked at $924K in Q4 2023. 54 funds tracked by Wall St. Rank hold RAVI as of Q1 2025.

Wealthcare Advisory Partners reported no remaining FlexShares Ultra-Short Income Fund position as of Q1 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,193 FlexShares Ultra-Short Income Fund shares in Q1 2025, an estimated $390K.
Wealthcare Advisory Partners first reported a position in FlexShares Ultra-Short Income Fund in Q4 2022 and held it in 9 quarters.
Wealthcare Advisory Partners's FlexShares Ultra-Short Income Fund position peaked at $924K in Q4 2023.
54 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.