HIP
PIM

HUB Investment Partners’s Franklin Master Intermediate Income Trust PIM Stock Holding History

HUB Investment 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
Q1 		$130K Sell
39,848
-1,404
-3% -$4.6K ﹤0.01% 1043
2025
Q4 		$138K Buy
41,252
+101
+0.2% +$337 ﹤0.01% 881
2025
Q3 		$142K Sell
41,151
-298
-0.7% -$1K ﹤0.01% 735
2025
Q2 		$139K Buy
41,449
+51
+0.1% +$168 ﹤0.01% 657
2025
Q1 		$137K Buy
41,398
+141
+0.3% +$465 0.01% 570
2024
Q4 		$134K Buy
41,257
+151
+0.4% +$497 0.01% 526
2024
Q3 		$139K Sell
41,106
-38,169
-48% -$127K 0.01% 496
2024
Q2 		$256K Buy
79,275
+351
+0.4% +$1.11K 0.01% 394
2024
Q1 		$253K Hold
78,924
– – 0.01% 393
2023
Q4 		$252K Buy
78,924
+266
+0.3% +$813 0.02% 345
2023
Q3 		$238K Buy
78,658
+449
+0.6% +$1.41K 0.04% 220
2023
Q2 		$247K Hold
78,209
– – 0.04% 214
2023
Q1 		$249K Buy
+78,209
New +$254K 0.05% 182
2022
Q4 		– Sell
-78,209
Closed -$254K – 163
2022
Q3 		$254K Hold
78,209
– – 0.08% 151
2022
Q2 		$267K Sell
78,209
-114,423
-59% -$397K 0.08% 138
2022
Q1 		$690K Hold
192,632
– – 0.16% 107
2021
Q4 		$761K Hold
192,632
– – 0.18% 101
2021
Q3 		$784K Sell
192,632
-4,577
-2% -$18.9K 0.19% 108
2021
Q2 		$826K Sell
197,209
-500
-0.3% -$2.12K 0.22% 99
2021
Q1 		$854K Sell
197,709
-338,593
-63% -$1.43M 0.25% 98
2020
Q4 		$2.2M Buy
+536,302
New +$2.21M 1% 26

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HUB Investment Partners's PIM Position: Q1 2026 in Review

HUB Investment Partners reduced its Franklin Master Intermediate Income Trust (PIM) stake by 3.4% in Q1 2026, selling an estimated $4.6K and leaving 39,848 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

HUB Investment Partners first reported a position in PIM in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.2M in Q4 2020. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • HUB Investment Partners held 39,848 shares of Franklin Master Intermediate Income Trust worth $130K as of Q1 2026.
  • HUB Investment Partners sold 1,404 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $4.6K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of HUB Investment Partners's portfolio in Q1 2026, its #1043 holding.
  • HUB Investment Partners first reported a position in Franklin Master Intermediate Income Trust in Q4 2020 and has held it in 21 quarters since.
  • HUB Investment Partners's Franklin Master Intermediate Income Trust position peaked at $2.2M in Q4 2020.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.