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MUBMUB
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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 655,019 shares of MUB (ISHARES TR), worth $70.4M as of 2026-Q2. The position was increased (+6.7% shares). MUB represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$70.4M

Current Shares

655,019

Total Value Change

+$2.6M

Total Shares Change

+30,668

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
655,019
+6.7%
$70.4M0.4%$107.04
38
2026-Q1
Increased
613,660
+4.4%
$65.1M0.4%$104.74
37
2025-Q4
Increased
587,593
+3.5%
$62.9M0.4%$105.13
37
2025-Q3
Increased
567,950
+1.6%
$60.5M0.4%$103.42
36
2025-Q2
Decreased
558,968
-9.9%
$58.4M0.5%$100.65
0
2025-Q1
Increased
620,381
+3.8%
$65.4M0.6%$100.77
43
2024-Q4
Decreased
597,477
-4.3%
$63.7M0.5%$101.30
0
2024-Q3
Increased
624,351
+1.1%
$67.8M0.6%$102.24
42

Other major holders of MUB: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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