Koshinski Asset Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Koshinski Asset Management’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	–	Sell	-14,000	Closed	-$46.8K	–	756
2025 Q4	$46.8K	Hold	14,000	–	–	﹤0.01%	714
2025 Q3	$48.2K	Hold	14,000	–	–	﹤0.01%	716
2025 Q2	$46.9K	Hold	14,000	–	–	﹤0.01%	686
2025 Q1	$46.5K	Hold	14,000	–	–	﹤0.01%	629
2024 Q4	$45.6M	Sell	14,000 -1,320	-9%	-$4.35K	﹤0.01%	626
2024 Q3	$51.9K	Hold	15,320	–	–	﹤0.01%	628
2024 Q2	$49.8K	Buy	+15,320	New	+$48.4K	﹤0.01%	597
2023 Q4	–	Sell	-15,320	Closed	-$46.3K	–	602
2023 Q3	$46.3K	Hold	15,320	–	–	0.01%	566
2023 Q2	$48.4K	Sell	15,320 -14,000	-48%	-$44.1K	0.01%	599
2023 Q1	$93.2K	Hold	29,320	–	–	0.01%	546
2022 Q4	$93.8K	Hold	29,320	–	–	0.01%	597
2022 Q3	$95K	Hold	29,320	–	–	0.01%	537
2022 Q2	$100K	Hold	29,320	–	–	0.01%	582
2022 Q1	$105K	Buy	29,320 +28,000	+2,121%	+$102K	0.01%	812
2021 Q4	$5.21K	Hold	1,320	–	–	﹤0.01%	1796
2021 Q3	$5.37K	Buy	+1,320	New	+$5.45K	﹤0.01%	1830

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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Koshinski Asset Management's PIM Position: Q1 2026 in Review

Koshinski Asset Management sold out of Franklin Master Intermediate Income Trust (PIM) in Q1 2026, closing a stake of 14,000 shares — an estimated $46.8K sold.

Koshinski Asset Management first reported a position in PIM in Q3 2021 and held it in 16 quarters. The position peaked at $45.6M in Q4 2024. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

Koshinski Asset Management reported no remaining Franklin Master Intermediate Income Trust position as of Q1 2026 after selling out during the quarter.
Koshinski Asset Management sold 14,000 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $46.8K.
Koshinski Asset Management first reported a position in Franklin Master Intermediate Income Trust in Q3 2021 and held it in 16 quarters.
Koshinski Asset Management's Franklin Master Intermediate Income Trust position peaked at $45.6M in Q4 2024.
59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.