Capital Square’s iShares Prime Money Market ETF PMMF Stock Holding History

Capital Square’s Portfolio PMMF Stock Details PMMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.12M	Buy	51,052 +27,102	+113%	+$2.72M	2.26%	3
2026 Q2	$2.4M	Buy	23,950 +9,634	+67%	+$966K	1.06%	25
2026 Q1	$1.44M	Buy	+14,316	New	+$1.44M	0.66%	40

Other funds holding PMMF

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

BCFS

Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $405M AUM 26.05% 1-Year Est. Return

HFAS

Hummer Financial Advisory Services Chicago, Illinois $153M AUM 19.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Capital Square's PMMF Position: Q3 2026 in Review

Capital Square increased its iShares Prime Money Market ETF (PMMF) stake by 113% in Q3 2026, buying an estimated $2.72M and bringing the position to 51,052 shares worth $5.12M. The position accounts for 2.26% of the portfolio, ranked #3.

Capital Square first reported a position in PMMF in Q1 2026 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold PMMF as of Q3 2026.

Capital Square held 51,052 shares of iShares Prime Money Market ETF worth $5.12M as of Q3 2026.
Capital Square bought 27,102 iShares Prime Money Market ETF shares in Q3 2026, an estimated $2.72M.
iShares Prime Money Market ETF made up 2.26% of Capital Square's portfolio in Q3 2026, its #3 holding.
Capital Square first reported a position in iShares Prime Money Market ETF in Q1 2026 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held iShares Prime Money Market ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.