GRP
PIM

Global Retirement Partners’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Global Retirement Partners’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
2025
Q4 		$2.17K Hold
649
– – ﹤0.01% 3706
2025
Q3 		$2.23K Hold
649
– – ﹤0.01% 3289
2025
Q2 		$2.17K Buy
+649
New +$2.14K ﹤0.01% 3212

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Global Retirement Partners's PIM Position: Q4 2025 in Review

Global Retirement Partners held its Franklin Master Intermediate Income Trust (PIM) position steady in Q4 2025 at 649 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #3706.

Global Retirement Partners first reported a position in PIM in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.23K in Q3 2025. 60 funds tracked by Wall St. Rank hold PIM as of Q4 2025.

  • Global Retirement Partners held 649 shares of Franklin Master Intermediate Income Trust worth $2.17K as of Q4 2025.
  • Global Retirement Partners left its Franklin Master Intermediate Income Trust share count unchanged in Q4 2025.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3706 holding.
  • Global Retirement Partners first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's Franklin Master Intermediate Income Trust position peaked at $2.23K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.