ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 587,593 Value ($000) $62,937 Avg Close Range
Q3 2025
Shares 567,950 Value ($000) $60,481 Avg Close Range
Q2 2025
Shares 558,968 Value ($000) $58,401 Avg Close Range
Q1 2025
Shares 620,381 Value ($000) $65,413 Avg Close Range
Q4 2024
Shares 597,477 Value ($000) $63,661 Avg Close Range
Q3 2024
Shares 624,351 Value ($000) $67,823 Avg Close Range
Q2 2024
Shares 617,405 Value ($000) $65,785 Avg Close Range
Q1 2024
Shares 617,697 Value ($000) $66,464 Avg Close Range
Q4 2023
Shares 633,621 Value ($000) $68,691 Avg Close Range
Q3 2023
Shares 1,035,202 Value ($000) $106,150 Avg Close Range
Q2 2023
Shares 1,180,738 Value ($000) $126,020 Avg Close Range
Q1 2023
Shares 1,149,879 Value ($000) $123,888 Avg Close Range
Q4 2022
Shares 1,017,003 Value ($000) $107,314 Avg Close Range
Q3 2022
Shares 1,093,952 Value ($000) $112,218 Avg Close Range
Q2 2022
Shares 1,042,250 Value ($000) $110,854 Avg Close Range
Q1 2022
Shares 999,391 Value ($000) $109,573 Avg Close Range
Q4 2021
Shares 912,850 Value ($000) $106,146 Avg Close Range
Q3 2021
Shares 808,645 Value ($000) $93,940 Avg Close Range
Q2 2021
Shares 716,681 Value ($000) $83,995 Avg Close Range
Q1 2021
Shares 620,197 Value ($000) $71,974 Avg Close Range
Q4 2020
Shares 537,475 Value ($000) $62,992 Avg Close Range
Q3 2020
Shares 457,425 Value ($000) $53,029 Avg Close Range
Q2 2020
Shares 263,012 Value ($000) $30,352 Avg Close Range
Q1 2020
Shares 253,335 Value ($000) $28,629 Avg Close Range
Q4 2019
Shares 273,197 Value ($000) $31,120 Avg Close Range
Q3 2019
Shares 274,088 Value ($000) $31,273 Avg Close Range
Q2 2019
Shares 239,951 Value ($000) $27,136 Avg Close Range
Q1 2019
Shares 231,755 Value ($000) $25,769 Avg Close Range
Q4 2018
Shares 227,724 Value ($000) $24,831 Avg Close Range
Q3 2018
Shares 207,170 Value ($000) $22,362 Avg Close Range
Q2 2018
Shares 206,398 Value ($000) $22,506 Avg Close Range
Q1 2018
Shares 216,786 Value ($000) $23,614 Avg Close Range
Q4 2017
Shares 204,172 Value ($000) $22,610 Avg Close Range
Q3 2017
Shares 192,277 Value ($000) $21,318 Avg Close Range
Q2 2017
Shares 182,244 Value ($000) $20,069 Avg Close Range
Q1 2017
Shares 181,472 Value ($000) $19,771 Avg Close Range
Q4 2016
Shares 163,489 Value ($000) $17,686 Avg Close Range
Q3 2016
Shares 177,004 Value ($000) $19,957 Avg Close Range
Q2 2016
Shares 177,018 Value ($000) $20,180 Avg Close Range
Q1 2016
Shares 173,794 Value ($000) $19,404 Avg Close Range
Q4 2015
Shares 154,729 Value ($000) $17,130 Avg Close Range
Q3 2015
Shares 144,103 Value ($000) $15,786 Avg Close Range
Q2 2015
Shares 155,853 Value ($000) $16,865 Avg Close Range
Q1 2015
Shares 307,852 Value ($000) $33,734 Avg Close Range
Q4 2014
Shares 252,357 Value ($000) $27,845 Avg Close Range
Q3 2014
Shares 226,451 Value ($000) $24,835 Avg Close Range
Q2 2014
Shares 195,229 Value ($000) $21,212 Avg Close Range
Q1 2014
Shares 88,980 Value ($000) $9,526 Avg Close Range
Q4 2013
Shares 69,636 Value ($000) $7,224 Avg Close Range
Q3 2013
Shares 80,290 Value ($000) $8,390 Avg Close Range
Q2 2013
Shares 75,943 Value ($000) $7,977 Avg Close Range