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MUB
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
613,660
+4.4%
$65.1M0.4%$107.76
37
2025-Q4
Increased
587,593
+3.5%
$62.9M0.4%$106.82
37
2025-Q3
Increased
567,950
+1.6%
$60.5M0.4%$105.02
36
2025-Q2
Decreased
558,968
-9.9%
$58.4M0.5%$102.13
0
2025-Q1
Increased
620,381
+3.8%
$65.4M0.6%$102.16
43
2024-Q4
Decreased
597,477
-4.3%
$63.7M0.5%$102.97
0
2024-Q3
Increased
624,351
+1.1%
$67.8M0.6%$103.97
42
2024-Q2
Decreased
617,405
-0.1%
$65.8M0.6%$101.16
0

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

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