HWP
PIM

Highline Wealth Partners’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Highline Wealth 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 		$1.94K Hold
600
– – ﹤0.01% 1187
2026
Q1 		$1.96K Hold
600
– – ﹤0.01% 1067
2025
Q4 		$2K Hold
600
– – ﹤0.01% 850
2025
Q3 		$2.06K Buy
+600
New +$2.02K ﹤0.01% 843

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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners's PIM Position: Q2 2026 in Review

Highline Wealth Partners held its Franklin Master Intermediate Income Trust (PIM) position steady in Q2 2026 at 600 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Highline Wealth Partners first reported a position in PIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.06K in Q3 2025. 8 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Highline Wealth Partners held 600 shares of Franklin Master Intermediate Income Trust worth $1.94K as of Q2 2026.
  • Highline Wealth Partners left its Franklin Master Intermediate Income Trust share count unchanged in Q2 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1187 holding.
  • Highline Wealth Partners first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Franklin Master Intermediate Income Trust position peaked at $2.06K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.