SSWM
PIM

Sheets Smith Wealth Management’s Putnam Master Intermediate Income Trust PIM Stock Holding History

Sheets Smith 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 		$724K Sell
224,014
-14,070
-6% -$45.2K 0.07% 250
2026
Q1 		$779K Sell
238,084
-3,143
-1% -$10.3K 0.09% 223
2025
Q4 		$806K Hold
241,227
– – 0.09% 209
2025
Q3 		$830K Buy
+241,227
New +$813K 0.09% 200

Other funds holding PIM

PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return