Sunesis Advisors’s iShares Core High Dividend ETF HDV Stock Holding History

Sunesis Advisors’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Hold	39,295	–	–	0.45%	26
2026 Q1	$1.07M	Hold	39,295	–	–	0.48%	25
2025 Q4	$956K	Hold	39,295	–	–	0.43%	27
2025 Q3	$962K	Buy	+39,295	New	+$950K	0.45%	27
2025 Q1	$983K	Sell	40,590 -1,325	-3%	-$31K	0.53%	24
2024 Q4	$941K	Hold	41,915	–	–	0.57%	25
2024 Q3	$986K	Hold	41,915	–	–	0.59%	26
2024 Q2	$911K	Hold	41,915	–	–	0.54%	29
2024 Q1	$924K	Buy	+41,915	New	+$881K	0.54%	30

Other funds holding HDV

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Adirondack Capital Advisors Syracuse, New York $186M AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $378M AUM 15.62% 1-Year Est. Return