HP
PMMF

Holistic Planning’s iShares Prime Money Market ETF PMMF Stock Holding History

Holistic Planning’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
Q2 		$1.88M Buy
18,780
+5,738
+44% +$575K 0.29% 82
2026
Q1 		$1.31M Buy
13,042
+1,893
+17% +$190K 0.26% 85
2025
Q4 		$1.12M Buy
11,149
+7,281
+188% +$731K 0.24% 88
2025
Q3 		$389K Buy
+3,868
New +$388K 0.1% 152

Other funds holding PMMF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
1CP
17 Capital Partners Pheonix, Arizona $222M AUM 20.09% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $228M AUM 19.54% 1-Year Est. Return

Holistic Planning's PMMF Position: Q2 2026 in Review

Holistic Planning increased its iShares Prime Money Market ETF (PMMF) stake by 44% in Q2 2026, buying an estimated $575K and bringing the position to 18,780 shares worth $1.88M. The position accounts for 0.29% of the portfolio, ranked #82.

Holistic Planning first reported a position in PMMF in Q3 2025 and has held it in 4 quarters since. 39 funds tracked by Wall St. Rank hold PMMF as of Q2 2026.

  • Holistic Planning held 18,780 shares of iShares Prime Money Market ETF worth $1.88M as of Q2 2026.
  • Holistic Planning bought 5,738 iShares Prime Money Market ETF shares in Q2 2026, an estimated $575K.
  • iShares Prime Money Market ETF made up 0.29% of Holistic Planning's portfolio in Q2 2026, its #82 holding.
  • Holistic Planning first reported a position in iShares Prime Money Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 39 funds tracked by Wall St. Rank held iShares Prime Money Market ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.