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GOVT
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Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 9.9M shares of GOVT (ISHARES TR), worth $227.5M as of 2026-Q1. The position was increased (+30.7% shares). GOVT represents 1.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$227.5M

Current Shares

9.9M

Total Value Change

+$51.9M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
9.9M
+30.7%
$227.5M1.4%$23.19
61
2025-Q4
Decreased
7.6M
-3.7%
$175M1.1%$23.01
0
2025-Q3
Increased
7.9M
+0.7%
$182.4M1.3%$22.78
48
2025-Q2
Decreased
7.8M
-3.6%
$180M1.5%$22.37
0
2025-Q1
Increased
8.1M
+3.3%
$186.8M1.6%$22.20
50
2024-Q4
Decreased
7.9M
-2.9%
$180.7M1.5%$21.64
0
2024-Q3
Increased
8.1M
+4.1%
$189.9M1.6%$22.39
50
2024-Q2
Increased
7.8M
+0.3%
$175.5M1.5%$21.32
48

Other major holders of GOVT: BANK OF AMERICA CORP /DE/

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