IA
PIM

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
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

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

IFG Advisory's PIM Position: Q1 2026 in Review

IFG Advisory opened a new position in Franklin Master Intermediate Income Trust (PIM) in Q1 2026: 8,500 shares worth $27.8K. The stake represents 0.08% of the portfolio and ranks #179 among its holdings. This is a return to the name: IFG Advisory previously reported a position in PIM as recently as Q4 2023.

IFG Advisory first reported a position in PIM in Q4 2023 and has held it in 2 quarters since. The position peaked at $34.3K in Q4 2023. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • IFG Advisory held 8,500 shares of Franklin Master Intermediate Income Trust worth $27.8K as of Q1 2026.
  • Franklin Master Intermediate Income Trust was a new IFG Advisory position in Q1 2026.
  • Franklin Master Intermediate Income Trust made up 0.08% of IFG Advisory's portfolio in Q1 2026, its #179 holding.
  • IFG Advisory first reported a position in Franklin Master Intermediate Income Trust in Q4 2023 and has held it in 2 quarters since.
  • IFG Advisory's Franklin Master Intermediate Income Trust position peaked at $34.3K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.