MYIA
PIM

Mount Yale Investment Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Mount Yale Investment Advisors’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 		$90.6K Hold
27,700
– – ﹤0.01% 1079
2025
Q4 		$92.5K Hold
27,700
– – ﹤0.01% 710
2025
Q3 		$95.3K Buy
+27,700
New +$93.3K 0.01% 657

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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mount Yale Investment Advisors's PIM Position: Q1 2026 in Review

Mount Yale Investment Advisors held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2026 at 27,700 shares worth $90.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Mount Yale Investment Advisors first reported a position in PIM in Q3 2025 and has held it in 3 quarters since. The position peaked at $95.3K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Mount Yale Investment Advisors held 27,700 shares of Franklin Master Intermediate Income Trust worth $90.6K as of Q1 2026.
  • Mount Yale Investment Advisors left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2026.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1079 holding.
  • Mount Yale Investment Advisors first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Franklin Master Intermediate Income Trust position peaked at $95.3K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.