IAS
PIM

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

Integrity Advisory Solutions’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 		– Sell
-26,532
Closed -$86.8K – 369
2026
Q1 		$86.8K Buy
26,532
+4,633
+21% +$15.2K 0.01% 278
2025
Q4 		$73.1K Buy
+21,899
New +$73.1K 0.01% 257

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

Integrity Advisory Solutions's PIM Position: Q2 2026 in Review

Integrity Advisory Solutions sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2026, closing a stake of 26,532 shares — an estimated $86.8K sold.

Integrity Advisory Solutions first reported a position in PIM in Q4 2025 and held it in 2 quarters. The position peaked at $86.8K in Q1 2026. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Integrity Advisory Solutions reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2026 after selling out during the quarter.
  • Integrity Advisory Solutions sold 26,532 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $86.8K.
  • Integrity Advisory Solutions first reported a position in Franklin Master Intermediate Income Trust in Q4 2025 and held it in 2 quarters.
  • Integrity Advisory Solutions's Franklin Master Intermediate Income Trust position peaked at $86.8K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.