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
Q2 		$53.9K Sell
16,700
-11,000
-40% -$35.3K ﹤0.01% 1184
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 $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

Mount Yale Investment Advisors's PIM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Franklin Master Intermediate Income Trust (PIM) stake by 40% in Q2 2026, selling an estimated $35.3K and leaving 16,700 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Mount Yale Investment Advisors first reported a position in PIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $95.3K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Mount Yale Investment Advisors held 16,700 shares of Franklin Master Intermediate Income Trust worth $53.9K as of Q2 2026.
  • Mount Yale Investment Advisors sold 11,000 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $35.3K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1184 holding.
  • Mount Yale Investment Advisors first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and has held it in 4 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 Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.