SSWM
PIM

Sheets Smith Wealth Management’s Franklin 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

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
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
WA
WealthTrust Axiom Wayne, Pennsylvania $448M AUM 50.36% 1-Year Est. Return

Sheets Smith Wealth Management's PIM Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its Franklin Master Intermediate Income Trust (PIM) stake by 5.9% in Q2 2026, selling an estimated $45.2K and leaving 224,014 shares worth $724K. The position accounts for 0.07% of the portfolio, ranked #250.

Sheets Smith Wealth Management first reported a position in PIM in Q3 2025 and has held it in 4 quarters since. The position peaked at $830K in Q3 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

  • Sheets Smith Wealth Management held 224,014 shares of Franklin Master Intermediate Income Trust worth $724K as of Q2 2026.
  • Sheets Smith Wealth Management sold 14,070 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $45.2K.
  • Franklin Master Intermediate Income Trust made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Sheets Smith Wealth Management first reported a position in Franklin Master Intermediate Income Trust in Q3 2025 and has held it in 4 quarters since.
  • Sheets Smith Wealth Management's Franklin Master Intermediate Income Trust position peaked at $830K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

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