Ownership history in Sunesis Advisors, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which Sunesis Advisors, LLC reported a position in ISHARES TR (IUSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 72,477 | +2,165 | +3.1% | 1.53% | $3.4M | $46.22 |
| 2025 Q3 | ADDED | 70,312 | +5,274 | +8.1% | 1.53% | $3.3M | $45.75 |
| 2025 Q1 | ADDED | 65,038 | +2,755 | +4.4% | 1.63% | $3.0M | $44.18 |
| 2024 Q4 | ADDED | 62,283 | +655 | +1.1% | 1.71% | $2.8M | $43.04 |
| 2024 Q3 | ADDED | 61,628 | +473 | +0.8% | 1.75% | $2.9M | $44.26 |
| 2024 Q2 | ADDED | 61,155 | +464 | +0.8% | 1.64% | $2.8M | $42.05 |
| 2024 Q1 | ADDED | 60,691 | +279 | +0.5% | 1.62% | $2.8M | $41.97 |
| 2023 Q4 | ADDED | 60,412 | +3,166 | +5.5% | 1.70% | $2.8M | $42.15 |
| 2023 Q3 | ADDED | 57,246 | +39,171 | +216.7% | 1.77% | $2.5M | $39.50 |
| 2023 Q1 | ADDED | 18,075 | +3,672 | +25.5% | 0.60% | $834K | $40.98 |
As of 2025 Q4 — sorted by position size