Kohmann Bosshard Financial Services’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.77M	Sell	29,852 -426	-1%	-$25.6K	0.17%	57
2025 Q4	$1.72M	Hold	30,278	–	–	0.15%	66
2025 Q3	$1.78M	Sell	30,278 -1,327	-4%	-$76.2K	0.18%	59
2025 Q2	$1.79M	Sell	31,605 -1,397	-4%	-$78.3K	0.2%	53
2025 Q1	$1.9M	Sell	33,002 -1,353	-4%	-$78.4K	0.22%	48
2024 Q4	$1.97M	Sell	34,355 -1,614	-4%	-$97.1K	0.24%	46
2024 Q3	$2.21M	Buy	35,969 +375	+1%	+$21.9K	0.28%	45
2024 Q2	$1.91M	Sell	35,594 -7,668	-18%	-$398K	0.26%	50
2024 Q1	$2.33M	Hold	43,262	–	–	0.32%	47
2023 Q4	$2.35M	Sell	43,262 -405	-0.9%	-$19.8K	0.36%	46
2023 Q3	$2.06M	Buy	43,667 +576	+1%	+$29.5K	0.35%	41
2023 Q2	$2.22M	Sell	43,091 -20	-0%	-$1K	0.38%	42
2023 Q1	$2.17M	Buy	43,111 +91	+0.2%	+$4.71K	0.41%	40
2022 Q4	$2.13M	Buy	43,020 +592	+1%	+$29.3K	0.42%	40
2022 Q3	$2.02M	Sell	42,428 -13,109	-24%	-$722K	0.45%	39
2022 Q2	$2.97M	Sell	55,537 -5,524	-9%	-$325K	0.66%	34
2022 Q1	$3.95M	Buy	61,061 +5,575	+10%	+$350K	0.77%	29
2021 Q4	$3.75M	Sell	55,486 -207	-0.4%	-$13.2K	0.75%	31
2021 Q3	$3.27M	Sell	55,693 -2,437	-4%	-$148K	0.72%	31
2021 Q2	$3.39M	Buy	58,130 +20,146	+53%	+$1.14M	0.78%	28
2021 Q1	$1.99M	Sell	37,984 -88	-0.2%	-$4.43K	0.53%	32
2020 Q4	$1.84M	Sell	38,072 -127	-0.3%	-$5.92K	0.57%	33
2020 Q3	$1.67M	Sell	38,199 -455	-1%	-$20.3K	0.61%	33
2020 Q2	$1.68M	Sell	38,654 -534	-1%	-$22.4K	0.62%	32
2020 Q1	$1.53M	Buy	39,188 +35,221	+888%	+$1.8M	0.68%	28
2019 Q4	$217K	Hold	3,967	–	–	0.08%	77
2019 Q3	$220K	Hold	3,967	–	–	0.09%	75
2019 Q2	$206K	Buy	3,967 +119	+3%	+$6.2K	0.09%	77
2019 Q1	$199K	Hold	3,848	–	–	0.09%	73
2018 Q4	$173K	Buy	+3,848	New	+$182K	0.09%	75