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

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