Melfa Wealth Management’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Melfa Wealth 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 Q2	$261K	Hold	80,925	–	–	0.14%	143
2026 Q1	$265K	Hold	80,925	–	–	0.15%	140
2025 Q4	$270K	Hold	80,925	–	–	0.16%	141
2025 Q3	$278K	Hold	80,925	–	–	0.16%	142
2025 Q2	$271K	Sell	80,925 -688	-0.8%	-$2.27K	0.17%	138
2025 Q1	$271K	Hold	81,613	–	–	0.18%	128
2024 Q4	$266K	Buy	81,613 +7,500	+10%	+$24.7K	0.18%	133
2024 Q3	$251K	Hold	74,113	–	–	0.17%	142
2024 Q2	$239K	Buy	74,113 +79	+0.1%	+$250	0.17%	138
2024 Q1	$237K	Buy	74,034 +235	+0.3%	+$753	0.17%	137
2023 Q4	$235K	Sell	73,799 -7,255	-9%	-$22.2K	0.22%	99
2023 Q3	$245K	Buy	81,054 +68,266	+534%	+$214K	0.27%	88
2023 Q2	$40.4K	Hold	12,788	–	–	0.04%	141
2023 Q1	$40.7K	Hold	12,788	–	–	0.04%	137
2022 Q4	$40.9K	Buy	+12,788	New	+$42K	0.04%	137

Other funds holding PIM

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

Melfa Wealth Management's PIM Position: Q2 2026 in Review

Melfa Wealth Management held its Franklin Master Intermediate Income Trust (PIM) position steady in Q2 2026 at 80,925 shares worth $261K. The position accounts for 0.14% of the portfolio, ranked #143.

Melfa Wealth Management first reported a position in PIM in Q4 2022 and has held it in 15 quarters since. The position peaked at $278K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

Melfa Wealth Management held 80,925 shares of Franklin Master Intermediate Income Trust worth $261K as of Q2 2026.
Melfa Wealth Management left its Franklin Master Intermediate Income Trust share count unchanged in Q2 2026.
Franklin Master Intermediate Income Trust made up 0.14% of Melfa Wealth Management's portfolio in Q2 2026, its #143 holding.
Melfa Wealth Management first reported a position in Franklin Master Intermediate Income Trust in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Franklin Master Intermediate Income Trust position peaked at $278K in Q3 2025.
59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.