MWPCG
PIM

Measured Wealth Private Client Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Measured Wealth Private Client Group’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 		$8.07K Hold
2,500
– – ﹤0.01% 592
2026
Q1 		$8.18K Hold
2,500
– – ﹤0.01% 581
2025
Q4 		$8.35K Hold
2,500
– – ﹤0.01% 574
2025
Q3 		$8.6K Buy
+2,500
New +$8.43K ﹤0.01% 575

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

Measured Wealth Private Client Group's PIM Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Franklin Master Intermediate Income Trust (PIM) position steady in Q2 2026 at 2,500 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Measured Wealth Private Client Group first reported a position in PIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.6K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Measured Wealth Private Client Group held 2,500 shares of Franklin Master Intermediate Income Trust worth $8.07K as of Q2 2026.
  • Measured Wealth Private Client Group left its Franklin Master Intermediate Income Trust share count unchanged in Q2 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #592 holding.
  • Measured Wealth Private Client Group first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Measured Wealth Private Client Group's Franklin Master Intermediate Income Trust position peaked at $8.6K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.