Graves Light Lenhart Wealth’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Graves Light Lenhart Wealth’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	$43.2K	Hold	14,300	–	–	﹤0.01%	196
2026 Q2	$46.2K	Hold	14,300	–	–	﹤0.01%	203
2026 Q1	$46.8K	Hold	14,300	–	–	﹤0.01%	197
2025 Q4	$47.8K	Hold	14,300	–	–	0.01%	191
2025 Q3	$49.2K	Hold	14,300	–	–	0.01%	193
2025 Q2	$47.9K	Hold	14,300	–	–	0.01%	192
2025 Q1	$47.5K	Hold	14,300	–	–	0.01%	187
2024 Q4	$46.6K	Hold	14,300	–	–	0.01%	184
2024 Q3	$48.5K	Hold	14,300	–	–	0.01%	189
2024 Q2	$46.3K	Hold	14,300	–	–	0.01%	181
2024 Q1	$45.8K	Hold	14,300	–	–	0.01%	184
2023 Q4	$45.6K	Hold	14,300	–	–	0.01%	180
2023 Q3	$43K	Hold	14,300	–	–	0.01%	175
2023 Q2	$45.2K	Hold	14,300	–	–	0.01%	185
2023 Q1	$45.5K	Hold	14,300	–	–	0.01%	174
2022 Q4	$45.8K	Hold	14,300	–	–	0.01%	168
2022 Q3	$46K	Hold	14,300	–	–	0.01%	168
2022 Q2	$49K	Hold	14,300	–	–	0.01%	309
2022 Q1	$51K	Hold	14,300	–	–	0.01%	352
2021 Q4	$56K	Hold	14,300	–	–	0.01%	383
2021 Q3	$58K	Hold	14,300	–	–	0.01%	352
2021 Q2	$60K	Hold	14,300	–	–	0.01%	356
2021 Q1	$62K	Hold	14,300	–	–	0.01%	353
2020 Q4	$60K	Hold	14,300	–	–	0.01%	348
2020 Q3	$59K	Hold	14,300	–	–	0.01%	165
2020 Q2	$58K	Hold	14,300	–	–	0.01%	163
2020 Q1	$58K	Hold	14,300	–	–	0.02%	151
2019 Q4	$68K	Hold	14,300	–	–	0.01%	178
2019 Q3	$67K	Hold	14,300	–	–	0.01%	175
2019 Q2	$65.6K	Hold	14,300	–	–	0.02%	162
2019 Q1	$64.9K	Hold	14,300	–	–	0.02%	157
2018 Q4	$61K	Buy	+14,300	New	+$63K	0.02%	149

Other funds holding PIM

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Graves Light Lenhart Wealth's PIM Position: Q3 2026 in Review

Graves Light Lenhart Wealth held its Franklin Master Intermediate Income Trust (PIM) position steady in Q3 2026 at 14,300 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Graves Light Lenhart Wealth first reported a position in PIM in Q4 2018 and has held it in 32 quarters since. The position peaked at $68K in Q4 2019. 26 funds tracked by Wall St. Rank hold PIM as of Q3 2026.

Graves Light Lenhart Wealth held 14,300 shares of Franklin Master Intermediate Income Trust worth $43.2K as of Q3 2026.
Graves Light Lenhart Wealth left its Franklin Master Intermediate Income Trust share count unchanged in Q3 2026.
Franklin Master Intermediate Income Trust made up ﹤0.01% of Graves Light Lenhart Wealth's portfolio in Q3 2026, its #196 holding.
Graves Light Lenhart Wealth first reported a position in Franklin Master Intermediate Income Trust in Q4 2018 and has held it in 32 quarters since.
Graves Light Lenhart Wealth's Franklin Master Intermediate Income Trust position peaked at $68K in Q4 2019.
26 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2026, filed 9 Oct 2026.