— Know what they know.
Not Investment Advice

RAVI

FlexShares Ultra-Short Income Fund
1W: +0.0% 1M: +0.0% 3M: +0.1% YTD: +0.6% 1Y: +3.8% 3Y: +15.6% 5Y: +17.2%
$75.31
-0.04 (-0.05%)
After Hours: $79.22 (+3.90, +5.18%)
ETF AMEX · AUM $1.4B
ETF-Level Metrics
AUM$1.4B
Holdings1
Top 10 Wt4159.0%
Beta0.02
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 226 100.0%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 226 holdings · Page 1 of 5
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 CASH Cash 3.84% $54.1M 54,099,528
2 WALT DISNEY CO/THE NOTES VARIABLE 14/MAR/2029 USD Bond 2.76% $38.8M 38,900,000
3 MERCK & CO INC NOTES VARIABLE 15/MAR/2029 USD 1000 Bond 1.96% $27.5M 27,500,000
4 BANK OF AMERICA CORP CALLABLE NOTES VARIABLE Bond 1.71% $24.1M 24,000,000
5 ABBOTT LABORATORIES NOTES VARIABLE 09/MAR/2029 USD Bond 1.64% $23.1M 23,100,000
6 AT&T INC CALLABLE NOTES FIXED 3.8% 15/FEB/2027 USD Bond 1.63% $22.9M 23,000,000
7 TRUIST BANK CALLABLE NOTES VARIABLE 27/JAN/2029 Bond 1.28% $17.9M 18,000,000
8 CHEVRON USA INC NOTES VARIABLE 13/AUG/2028 USD Bond 1.23% $17.3M 17,200,000
9 SANOFI SA NOTES VARIABLE 03/NOV/2028 USD 1000 Bond 1.19% $16.8M 16,700,000
10 AMERICAN HONDA FINANCE CORP MEDIUM TERM NOTE Bond 1.16% $16.3M 16,300,000
11 BANQUE FEDERATIVE DU CREDIT MUTUEL SA BOND Bond 1.13% $15.9M 15,840,000
12 AUSTRALIA & NEW ZEALAND BANKING GROUP LTD MEDIUM Private 1.02% $14.4M 14,380,000
13 DEUTSCHE BANK AG/NEW YORK NY CALLABLE NOTES Bond 1.02% $14.4M 14,000,000
14 ROYAL BANK OF CANADA MEDIUM TERM NOTE VARIABLE Bond 1.01% $14.2M 14,200,000
15 TOYOTA MOTOR CREDIT CORP NOTES VARIABLE Bond 1.00% $14.0M 14,000,000
16 MACQUARIE BANK LTD NOTES VARIABLE 12/JUN/2028 USD Bond 0.93% $13.0M 13,000,000
17 CNH INDUSTRIAL CAPITAL LLC CALLABLE NOTES FIXED Bond 0.91% $12.8M 12,902,000
18 AMERICAN EXPRESS CO CALLABLE NOTES VARIABLE Bond 0.90% $12.7M 12,700,000
19 SANOFI SA NOTES VARIABLE 03/NOV/2027 USD 1000 Bond 0.89% $12.5M 12,500,000
20 BLACKROCK FUNDING INC CALLABLE NOTES FIXED 4.6% Bond 0.87% $12.3M 12,180,000
21 PEPSICO SINGAPORE FINANCING I PTE LTD NOTES Bond 0.87% $12.2M 12,200,000
22 ALLSTATE CORP/THE CALLABLE BOND FIXED 3.28% Bond 0.87% $12.2M 12,313,000
23 KELLANOVA CALLABLE NOTES FIXED 3.25% 01/APR/2026 Bond 0.86% $12.1M 12,092,000
24 JOHN DEERE CAPITAL CORP MEDIUM TERM NOTE VARIABLE Bond 0.85% $12.0M 12,000,000
25 TRUIST BANK CALLABLE NOTES VARIABLE 24/JUL/2028 Bond 0.85% $12.0M 12,000,000
26 ORACLE CORP CALLABLE NOTES FIXED 1.65% 25/MAR/2026 Bond 0.79% $11.2M 11,170,000
27 ABBVIE INC NOTES VARIABLE 03/MAR/2028 USD 1000 Bond 0.78% $11.0M 11,000,000
28 AIR LEASE CORP CALLABLE NOTES FIXED 1.875% Bond 0.77% $10.8M 10,925,000
29 SUMITOMO MITSUI TRUST BANK LTD MEDIUM TERM NOTE Bond 0.75% $10.5M 10,600,000
30 EATON CORP CALLABLE NOTES FIXED 3.85% 06/MAR/2028 Bond 0.74% $10.4M 10,500,000
31 NATWEST MARKETS PLC NOTES VARIABLE 17/MAY/2027 USD Bond 0.73% $10.3M 10,250,000
32 CITIGROUP INC CALLABLE NOTES VARIABLE 04/MAR/2029 Bond 0.73% $10.3M 10,286,000
33 ARTHUR J GALLAGHER & CO CALLABLE NOTES FIXED 4.6% Bond 0.73% $10.2M 10,230,000
34 CANADIAN IMPERIAL BANK OF COMMERCE CALLABLE NOTES Bond 0.71% $10.0M 10,000,000
35 GLENCORE FUNDING LLC NOTES VARIABLE 01/OCT/2026 Bond 0.71% $10.0M 10,000,000
36 STATE STREET CORP CALLABLE NOTES VARIABLE Bond 0.71% $10.0M 10,000,000
37 TAKE-TWO INTERACTIVE SOFTWARE INC CALLABLE NOTES Bond 0.71% $10.0M 10,000,000
38 KEURIG DR PEPPER INC NOTES VARIABLE 15/NOV/2026 Bond 0.71% $10.0M 10,010,000
39 NATIONAL AUSTRALIA BANK LTD BOND VARIABLE Bond 0.69% $9.7M 9,700,000
40 GENERAL MOTORS FINANCIAL CO INC NOTES VARIABLE Bond 0.69% $9.6M 9,669,000
41 UNITEDHEALTH GROUP INC NOTES VARIABLE 15/JUL/2026 Bond 0.67% $9.4M 9,387,000
42 VMWARE LLC CALLABLE NOTES FIXED 1.4% 15/AUG/2026 Bond 0.67% $9.4M 9,495,000
43 MORGAN STANLEY PRIVATE BANK NA CALLABLE NOTES Bond 0.66% $9.3M 9,300,000
44 ORACLE CORP CALLABLE NOTES VARIABLE 03/AUG/2028 Bond 0.66% $9.3M 9,400,000
45 SALESFORCE INC CALLABLE NOTES FIXED 4.5% Bond 0.65% $9.2M 9,200,000
46 JPMORGAN CHASE & CO CALLABLE BOND VARIABLE Bond 0.65% $9.1M 9,100,000
47 BARCLAYS PLC CALLABLE NOTES VARIABLE 12/MAR/2028 Bond 0.64% $9.1M 9,000,000
48 LLOYDS BANKING GROUP PLC CALLABLE NOTES VARIABLE Bond 0.64% $9.1M 9,000,000
49 CAPITAL ONE MULTI-ASSET EXECUTION TRUST 2024-A1 A Private 0.64% $9.0M 9,000,000
50 GATX CORP CALLABLE NOTES FIXED 3.25% 15/SEP/2026 Bond 0.63% $8.9M 8,931,000
1 2 3 ... 5 Next →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms