BTI
PIM

Blue Trust Inc’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Blue Trust Inc’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-25,260
Closed -$82.6K – 2610
2026
Q1 		$82.6K Hold
25,260
– – ﹤0.01% 1114
2025
Q4 		$84.4K Buy
+25,260
New +$84.3K ﹤0.01% 1141

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

Blue Trust Inc's PIM Position: Q2 2026 in Review

Blue Trust Inc sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2026, closing a stake of 25,260 shares — an estimated $82.6K sold.

Blue Trust Inc first reported a position in PIM in Q4 2025 and held it in 2 quarters. The position peaked at $84.4K in Q4 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Blue Trust Inc reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 25,260 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $82.6K.
  • Blue Trust Inc first reported a position in Franklin Master Intermediate Income Trust in Q4 2025 and held it in 2 quarters.
  • Blue Trust Inc's Franklin Master Intermediate Income Trust position peaked at $84.4K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.