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
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 $5.72T AUM 30.48% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SCA
Sulzberger Capital Advisors Miami, Florida $102M AUM 16.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
1CP
17 Capital Partners Pheonix, Arizona $194M AUM 16.84% 1-Year Est. Return
HFAS
Hummer Financial Advisory Services Chicago, Illinois $152M AUM 20.1% 1-Year Est. Return
PIP
Philadelphia Investment Partners Voorhees, New Jersey $147M AUM

Holistic Planning's PMMF Position: Q1 2026 in Review

Holistic Planning increased its iShares Prime Money Market ETF (PMMF) stake by 17% in Q1 2026, buying an estimated $190K and bringing the position to 13,042 shares worth $1.31M. The position accounts for 0.26% of the portfolio, ranked #85.

Holistic Planning first reported a position in PMMF in Q3 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold PMMF as of Q1 2026.

  • Holistic Planning held 13,042 shares of iShares Prime Money Market ETF worth $1.31M as of Q1 2026.
  • Holistic Planning bought 1,893 iShares Prime Money Market ETF shares in Q1 2026, an estimated $190K.
  • iShares Prime Money Market ETF made up 0.26% of Holistic Planning's portfolio in Q1 2026, its #85 holding.
  • Holistic Planning first reported a position in iShares Prime Money Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares Prime Money Market ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.