IFG Advisory
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IFG Advisory’s Franklin Master Intermediate Income Trust PIM Stock Holding History

IFG Advisory’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 		– Sell
-8,500
Closed -$27.5K – 2439
2026
Q2 		$27.5K Hold
8,500
– – ﹤0.01% 1539
2026
Q1 		$27.8K Buy
+8,500
New +$27.9K 0.08% 179
2024
Q1 		– Sell
-10,750
Closed -$34.3K – 514
2023
Q4 		$34.3K Buy
+10,750
New +$32.9K ﹤0.01% 573

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
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Melfa Wealth Management
Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 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

IFG Advisory's PIM Position: Q3 2026 in Review

IFG Advisory sold out of Franklin Master Intermediate Income Trust (PIM) in Q3 2026, closing a stake of 8,500 shares — an estimated $27.5K sold.

IFG Advisory first reported a position in PIM in Q4 2023 and held it in 3 quarters. The position peaked at $34.3K in Q4 2023. 26 funds tracked by Wall St. Rank hold PIM as of Q3 2026.

  • IFG Advisory reported no remaining Franklin Master Intermediate Income Trust position as of Q3 2026 after selling out during the quarter.
  • IFG Advisory sold 8,500 Franklin Master Intermediate Income Trust shares in Q3 2026, an estimated $27.5K.
  • IFG Advisory first reported a position in Franklin Master Intermediate Income Trust in Q4 2023 and held it in 3 quarters.
  • IFG Advisory's Franklin Master Intermediate Income Trust position peaked at $34.3K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.