Highline Wealth Partners
PIM icon

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
Q3 		$2.79K Buy
925
+325
+54% +$1.02K ﹤0.01% 1107
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

PVG Asset Management
PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Penbrook Management
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return
Gill Capital Partners
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
Eclectic Associates
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
Mezzasalma Advisors
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Weaver Consulting Group
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

Highline Wealth Partners's PIM Position: Q3 2026 in Review

Highline Wealth Partners increased its Franklin Master Intermediate Income Trust (PIM) stake by 54% in Q3 2026, buying an estimated $1.02K and bringing the position to 925 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Highline Wealth Partners first reported a position in PIM in Q3 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold PIM as of Q3 2026.

  • Highline Wealth Partners held 925 shares of Franklin Master Intermediate Income Trust worth $2.79K as of Q3 2026.
  • Highline Wealth Partners bought 325 Franklin Master Intermediate Income Trust shares in Q3 2026, an estimated $1.02K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1107 holding.
  • Highline Wealth Partners first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and has held it in 5 quarters since.
  • 15 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.