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
2026
Q2 		$2.1K Buy
+649
New +$2.08K ﹤0.01% 4000
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 $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

Global Retirement Partners's PIM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Franklin Master Intermediate Income Trust (PIM) in Q2 2026: 649 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #4000 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PIM as recently as Q4 2025.

Global Retirement Partners first reported a position in PIM in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.23K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Global Retirement Partners held 649 shares of Franklin Master Intermediate Income Trust worth $2.1K as of Q2 2026.
  • Franklin Master Intermediate Income Trust was a new Global Retirement Partners position in Q2 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4000 holding.
  • Global Retirement Partners first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's Franklin Master Intermediate Income Trust position peaked at $2.23K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.