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

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1.5M shares of MBB (ISHARES TR), worth $142.8M as of 2026-Q2. The position was increased (+6.1% shares). MBB represents 0.8% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$142.8M

Current Shares

1.5M

Total Value Change

-$518,937

Total Shares Change

+13,915

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+6.1%
$142.8M0.8%$93.84
45
2026-Q1
Increased
1.4M
+4.9%
$135.2M0.8%$93.27
45
2025-Q4
Increased
1.4M
+4.4%
$129.1M0.8%$92.90
44
2025-Q3
Increased
1.3M
+1.7%
$123.6M0.9%$91.51
43
2025-Q2
Decreased
1.3M
-3.2%
$119.9M1.0%$89.34
0
2025-Q1
Decreased
1.3M
-11.4%
$123.7M1.1%$88.30
0
2024-Q4
Decreased
1.5M
-0.5%
$136.5M1.2%$85.71
0
2024-Q3
Decreased
1.5M
-0.8%
$143.3M1.2%$88.41
0

Other major holders of MBB: BNP PARIBAS FINANCIAL MARKETS, JPMORGAN CHASE & CO, BANK OF AMERICA CORP /DE/

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