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
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

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return

IFG Advisory's PIM Position: Q2 2026 in Review

IFG Advisory held its Franklin Master Intermediate Income Trust (PIM) position steady in Q2 2026 at 8,500 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

IFG Advisory first reported a position in PIM in Q4 2023 and has held it in 3 quarters since. The position peaked at $34.3K in Q4 2023. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • IFG Advisory held 8,500 shares of Franklin Master Intermediate Income Trust worth $27.5K as of Q2 2026.
  • IFG Advisory left its Franklin Master Intermediate Income Trust share count unchanged in Q2 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1539 holding.
  • IFG Advisory first reported a position in Franklin Master Intermediate Income Trust in Q4 2023 and has held it in 3 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 Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.