Kohmann Bosshard Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,952	Closed	-$183K	–	411
2025 Q4	$183K	Buy	+1,952	New	+$186K	0.02%	301
2025 Q2	–	Sell	-2,362	Closed	-$226K	–	201
2025 Q1	$226K	Hold	2,362	–	–	0.03%	199
2024 Q4	$220K	Buy	2,362 +16	+0.7%	+$1.58K	0.03%	179
2024 Q3	$239K	Hold	2,346	–	–	0.03%	180
2024 Q2	$206K	Hold	2,346	–	–	0.03%	185
2024 Q1	$211K	Hold	2,346	–	–	0.03%	186
2023 Q4	$214K	Buy	+2,346	New	+$192K	0.03%	179
2020 Q4	–	Sell	-3,278	Closed	-$262K	–	104
2020 Q3	$262K	Buy	3,278 +1,592	+94%	+$129K	0.09%	81
2020 Q2	$133K	Hold	1,686	–	–	0.05%	109
2020 Q1	$117K	Buy	+1,686	New	+$149K	0.05%	105

Other funds holding IYR

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IMPI

Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kohmann Bosshard Financial Services's IYR Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares US Real Estate ETF (IYR) in Q1 2026, closing a stake of 1,952 shares — an estimated $183K sold.

Kohmann Bosshard Financial Services first reported a position in IYR in Q1 2020 and held it in 10 quarters. The position peaked at $262K in Q3 2020. 460 funds tracked by Wall St. Rank hold IYR as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining iShares US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 1,952 iShares US Real Estate ETF shares in Q1 2026, an estimated $183K.
Kohmann Bosshard Financial Services first reported a position in iShares US Real Estate ETF in Q1 2020 and held it in 10 quarters.
Kohmann Bosshard Financial Services's iShares US Real Estate ETF position peaked at $262K in Q3 2020.
460 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.