Kohmann Bosshard Financial Services’s iShares S&P 100 ETF OEF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$602K	Hold	1,645	–	–	0.05%	125
2026 Q1	$523K	Hold	1,645	–	–	0.05%	119
2025 Q4	$564K	Hold	1,645	–	–	0.05%	143
2025 Q3	$548K	Hold	1,645	–	–	0.06%	124
2025 Q2	$501K	Hold	1,645	–	–	0.06%	114
2025 Q1	$446K	Hold	1,645	–	–	0.05%	127
2024 Q4	$475K	Hold	1,645	–	–	0.06%	115
2024 Q3	$455K	Hold	1,645	–	–	0.06%	121
2024 Q2	$435K	Hold	1,645	–	–	0.06%	116
2024 Q1	$407K	Hold	1,645	–	–	0.06%	128
2023 Q4	$367K	Hold	1,645	–	–	0.06%	128
2023 Q3	$330K	Hold	1,645	–	–	0.06%	124
2023 Q2	$341K	Hold	1,645	–	–	0.06%	126
2023 Q1	$308K	Hold	1,645	–	–	0.06%	118
2022 Q4	$281K	Hold	1,645	–	–	0.06%	117
2022 Q3	$267K	Hold	1,645	–	–	0.06%	105
2022 Q2	$284K	Buy	1,645 +300	+22%	+$56.1K	0.06%	102
2022 Q1	$280K	Hold	1,345	–	–	0.05%	104
2021 Q4	$295K	Hold	1,345	–	–	0.06%	93
2021 Q3	$266K	Hold	1,345	–	–	0.06%	92
2021 Q2	$264K	Hold	1,345	–	–	0.06%	92
2021 Q1	$242K	Hold	1,345	–	–	0.07%	93
2020 Q4	$231K	Hold	1,345	–	–	0.07%	94
2020 Q3	$209K	Hold	1,345	–	–	0.08%	95
2020 Q2	$192K	Hold	1,345	–	–	0.07%	93
2020 Q1	$160K	Hold	1,345	–	–	0.07%	91
2019 Q4	$194K	Hold	1,345	–	–	0.07%	81
2019 Q3	$177K	Hold	1,345	–	–	0.07%	80
2019 Q2	$174K	Hold	1,345	–	–	0.07%	87
2019 Q1	$169K	Hold	1,345	–	–	0.08%	82
2018 Q4	$150K	Hold	1,345	–	–	0.08%	80
2018 Q3	$174K	Hold	1,345	–	–	0.09%	73
2018 Q2	$161K	Hold	1,345	–	–	0.09%	75
2018 Q1	$156K	Hold	1,345	–	–	0.09%	74
2017 Q4	$160K	Hold	1,345	–	–	0.1%	70
2017 Q3	$150K	Buy	+1,345	New	+$147K	0.11%	70
2017 Q1	$141K	Buy	+1,345	New	+$139K	0.12%	71

Other funds holding OEF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TWG

The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Kohmann Bosshard Financial Services's OEF Position: Q2 2026 in Review

Kohmann Bosshard Financial Services held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 1,645 shares worth $602K. The position accounts for 0.05% of the portfolio, ranked #125.

Kohmann Bosshard Financial Services first reported a position in OEF in Q1 2017 and has held it in 37 quarters since. 365 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

Kohmann Bosshard Financial Services held 1,645 shares of iShares S&P 100 ETF worth $602K as of Q2 2026.
Kohmann Bosshard Financial Services left its iShares S&P 100 ETF share count unchanged in Q2 2026.
iShares S&P 100 ETF made up 0.05% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #125 holding.
Kohmann Bosshard Financial Services first reported a position in iShares S&P 100 ETF in Q1 2017 and has held it in 37 quarters since.
365 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.