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 Q3	–	Sell	-39,295	Closed	-$1.08M	–	37
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.19B AUM 13.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Sunesis Advisors's HDV Position: Q3 2026 in Review

Sunesis Advisors sold out of iShares Core High Dividend ETF (HDV) in Q3 2026, closing a stake of 39,295 shares — an estimated $1.08M sold.

Sunesis Advisors first reported a position in HDV in Q1 2024 and held it in 9 quarters. The position peaked at $1.08M in Q2 2026. 539 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Sunesis Advisors reported no remaining iShares Core High Dividend ETF position as of Q3 2026 after selling out during the quarter.
Sunesis Advisors sold 39,295 iShares Core High Dividend ETF shares in Q3 2026, an estimated $1.08M.
Sunesis Advisors first reported a position in iShares Core High Dividend ETF in Q1 2024 and held it in 9 quarters.
Sunesis Advisors's iShares Core High Dividend ETF position peaked at $1.08M in Q2 2026.
539 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Sunesis Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.