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
Other major holders of MBB: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.4M |
+4.9% |
| $135.2M |
| 0.8% |
| $95.98 |
45 |
| 2025-Q4 | Increased | 1.4M | +4.4% | $129.1M | 0.8% | $95.12 | 44 |
| 2025-Q3 | Increased | 1.3M | +1.7% | $123.6M | 0.9% | $93.51 | 43 |
| 2025-Q2 | Decreased | 1.3M | -3.2% | $119.9M | 1.0% | $90.91 | 0 |
| 2025-Q1 | Decreased | 1.3M | -11.4% | $123.7M | 1.1% | $90.08 | 0 |
| 2024-Q4 | Decreased | 1.5M | -0.5% | $136.5M | 1.2% | $87.63 | 0 |
| 2024-Q3 | Decreased | 1.5M | -0.8% | $143.3M | 1.2% | $90.68 | 0 |
| 2024-Q2 | Decreased | 1.5M | -1.4% | $138.5M | 1.2% | $85.68 | 0 |