Eclectic Associates
PIM icon

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
Q3 		$204K Hold
67,441
– – 0.02% 154
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

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Sheets Smith Wealth Management
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SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
PM
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eclectic Associates's PIM Position: Q3 2026 in Review

Eclectic Associates held its Franklin Master Intermediate Income Trust (PIM) position steady in Q3 2026 at 67,441 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #154.

Eclectic Associates first reported a position in PIM in Q4 2025 and has held it in 4 quarters since. The position peaked at $236K in Q1 2026. 14 funds tracked by Wall St. Rank hold PIM as of Q3 2026.

  • Eclectic Associates held 67,441 shares of Franklin Master Intermediate Income Trust worth $204K as of Q3 2026.
  • Eclectic Associates left its Franklin Master Intermediate Income Trust share count unchanged in Q3 2026.
  • Franklin Master Intermediate Income Trust made up 0.02% of Eclectic Associates's portfolio in Q3 2026, its #154 holding.
  • Eclectic Associates first reported a position in Franklin Master Intermediate Income Trust in Q4 2025 and has held it in 4 quarters since.
  • Eclectic Associates's Franklin Master Intermediate Income Trust position peaked at $236K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.