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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.4M shares of MBB (ISHARES TR), worth $135.2M as of 2026-Q1. The position was increased (+4.9% shares). MBB represents 0.8% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$135.2M

Current Shares

1.4M

Total Value Change

-$3.3M

Total Shares Change

-85,579

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+4.9%
$135.2M0.8%$95.98
45
2025-Q4
Increased
1.4M
+4.4%
$129.1M0.8%$95.12
44
2025-Q3
Increased
1.3M
+1.7%
$123.6M0.9%$93.51
43
2025-Q2
Decreased
1.3M
-3.2%
$119.9M1.0%$90.91
0
2025-Q1
Decreased
1.3M
-11.4%
$123.7M1.1%$90.08
0
2024-Q4
Decreased
1.5M
-0.5%
$136.5M1.2%$87.63
0
2024-Q3
Decreased
1.5M
-0.8%
$143.3M1.2%$90.68
0
2024-Q2
Decreased
1.5M
-1.4%
$138.5M1.2%$85.68
0

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

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