EA
PIM

Eclectic Associates’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Eclectic Associates’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 		$218K Sell
67,441
-4,660
-6% -$15K 0.02% 151
2026
Q1 		$236K Buy
72,101
+18,520
+35% +$60.7K 0.03% 143
2025
Q4 		$179K Buy
+53,581
New +$179K 0.03% 145

Other funds holding PIM

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Eclectic Associates's PIM Position: Q2 2026 in Review

Eclectic Associates reduced its Franklin Master Intermediate Income Trust (PIM) stake by 6.5% in Q2 2026, selling an estimated $15K and leaving 67,441 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #151.

Eclectic Associates first reported a position in PIM in Q4 2025 and has held it in 3 quarters since. The position peaked at $236K in Q1 2026. 8 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Eclectic Associates held 67,441 shares of Franklin Master Intermediate Income Trust worth $218K as of Q2 2026.
  • Eclectic Associates sold 4,660 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $15K.
  • Franklin Master Intermediate Income Trust made up 0.02% of Eclectic Associates's portfolio in Q2 2026, its #151 holding.
  • Eclectic Associates first reported a position in Franklin Master Intermediate Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Eclectic Associates's Franklin Master Intermediate Income Trust position peaked at $236K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.