SBIA
PIM

Sheaff Brock Investment Advisors’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Sheaff Brock 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
2025
Q1 		$220K Hold
66,272
– – 0.02% 383
2024
Q4 		$216K Hold
66,272
– – 0.02% 390
2024
Q3 		$225K Hold
66,272
– – 0.02% 376
2024
Q2 		$214K Hold
66,272
– – 0.02% 385
2024
Q1 		$212K Hold
66,272
– – 0.01% 432
2023
Q4 		$211K Hold
66,272
– – 0.02% 407
2023
Q3 		$200K Hold
66,272
– – 0.02% 397
2023
Q2 		$209K Hold
66,272
– – 0.02% 415
2023
Q1 		$211K Hold
66,272
– – 0.02% 420
2022
Q4 		$212K Hold
66,272
– – 0.02% 404
2022
Q3 		$215K Hold
66,272
– – 0.02% 401
2022
Q2 		$226K Hold
66,272
– – 0.02% 393
2022
Q1 		$237K Hold
66,272
– – 0.02% 425
2021
Q4 		$262K Hold
66,272
– – 0.02% 418
2021
Q3 		$270K Hold
66,272
– – 0.02% 406
2021
Q2 		$278K Hold
66,272
– – 0.02% 382
2021
Q1 		$286K Hold
66,272
– – 0.02% 362
2020
Q4 		$280K Hold
66,272
– – 0.02% 351
2020
Q3 		$272K Hold
66,272
– – 0.03% 325
2020
Q2 		$270K Hold
66,272
– – 0.03% 327
2020
Q1 		$270K Hold
66,272
– – 0.04% 289
2019
Q4 		$314K Hold
66,272
– – 0.03% 329
2019
Q3 		$304K Hold
66,272
– – 0.03% 332
2019
Q2 		$304K Hold
66,272
– – 0.03% 332
2019
Q1 		$301K Hold
66,272
– – 0.04% 337
2018
Q4 		$282K Hold
66,272
– – 0.04% 331
2018
Q3 		$300K Sell
66,272
-2,000
-3% -$9.19K 0.03% 358
2018
Q2 		$319K Hold
68,272
– – 0.03% 349
2018
Q1 		$321K Sell
68,272
-3,500
-5% -$16.7K 0.03% 345
2017
Q4 		$342K Hold
71,772
– – 0.04% 328
2017
Q3 		$339K Hold
71,772
– – 0.04% 332
2017
Q2 		$336K Hold
71,772
– – 0.04% 356
2017
Q1 		$337K Buy
71,772
+44,000
+158% +$206K 0.04% 367
2016
Q4 		$128K Buy
27,772
+2,000
+8% +$8.86K 0.02% 557
2016
Q3 		$114K Sell
25,772
-2,000
-7% -$8.88K 0.02% 513
2016
Q2 		$120K Buy
27,772
+1,000
+4% +$4.38K 0.02% 533
2016
Q1 		$118K Buy
26,772
+4,000
+18% +$17.1K 0.01% 548
2015
Q4 		$104K Buy
+22,772
New +$104K 0.01% 581

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Sheaff Brock Investment Advisors's PIM Position: Q1 2025 in Review

Sheaff Brock Investment Advisors held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2025 at 66,272 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #383.

Sheaff Brock Investment Advisors first reported a position in PIM in Q4 2015 and has held it in 38 quarters since. The position peaked at $342K in Q4 2017. 58 funds tracked by Wall St. Rank hold PIM as of Q1 2025.

  • Sheaff Brock Investment Advisors held 66,272 shares of Franklin Master Intermediate Income Trust worth $220K as of Q1 2025.
  • Sheaff Brock Investment Advisors left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2025.
  • Franklin Master Intermediate Income Trust made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #383 holding.
  • Sheaff Brock Investment Advisors first reported a position in Franklin Master Intermediate Income Trust in Q4 2015 and has held it in 38 quarters since.
  • Sheaff Brock Investment Advisors's Franklin Master Intermediate Income Trust position peaked at $342K in Q4 2017.
  • 58 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.