Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 613,660 shares of MUB (ISHARES TR), worth $65.1M as of 2026-Q1. The position was increased (+4.4% shares). MUB represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$65.1M
Current Shares
613,660
Total Value Change
-$711,633
Total Shares Change
-3,745
Other major holders of MUB: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 613,660 |
+4.4% |
| $65.1M |
| 0.4% |
| $107.76 |
37 |
| 2025-Q4 | Increased | 587,593 | +3.5% | $62.9M | 0.4% | $106.82 | 37 |
| 2025-Q3 | Increased | 567,950 | +1.6% | $60.5M | 0.4% | $105.02 | 36 |
| 2025-Q2 | Decreased | 558,968 | -9.9% | $58.4M | 0.5% | $102.13 | 0 |
| 2025-Q1 | Increased | 620,381 | +3.8% | $65.4M | 0.6% | $102.16 | 43 |
| 2024-Q4 | Decreased | 597,477 | -4.3% | $63.7M | 0.5% | $102.97 | 0 |
| 2024-Q3 | Increased | 624,351 | +1.1% | $67.8M | 0.6% | $103.97 | 42 |
| 2024-Q2 | Decreased | 617,405 | -0.1% | $65.8M | 0.6% | $101.16 | 0 |