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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02M	Buy	30,337 +485	+2%	+$31.2K	0.17%	56
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

Other funds holding USRT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Kohmann Bosshard Financial Services increased its iShares Core US REIT ETF (USRT) stake by 1.6% in Q2 2026, buying an estimated $31.2K and bringing the position to 30,337 shares worth $2.02M. The position accounts for 0.17% of the portfolio, ranked #56.

Kohmann Bosshard Financial Services first reported a position in USRT in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.95M in Q1 2022. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Kohmann Bosshard Financial Services held 30,337 shares of iShares Core US REIT ETF worth $2.02M as of Q2 2026.
Kohmann Bosshard Financial Services bought 485 iShares Core US REIT ETF shares in Q2 2026, an estimated $31.2K.
iShares Core US REIT ETF made up 0.17% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #56 holding.
Kohmann Bosshard Financial Services first reported a position in iShares Core US REIT ETF in Q4 2018 and has held it in 31 quarters since.
Kohmann Bosshard Financial Services's iShares Core US REIT ETF position peaked at $3.95M in Q1 2022.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

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