Transform Wealth’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Transform Wealth’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	$562K	Hold	169,225	–	–	0.03%	164
2024 Q4	$555K	Buy	+169,225	New	+$558K	0.03%	175
2024 Q1	–	Sell	-200,225	Closed	-$639K	–	243
2023 Q4	$639K	Buy	200,225 +5,000	+3%	+$15.3K	0.06%	156
2023 Q3	$594K	Sell	195,225 -168,025	-46%	-$528K	0.06%	157
2023 Q2	$1.16M	Hold	363,250	–	–	0.1%	129
2023 Q1	$1.16M	Buy	+363,250	New	+$1.18M	0.11%	126

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Transform Wealth's PIM Position: Q1 2025 in Review

Transform Wealth held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2025 at 169,225 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #164.

Transform Wealth first reported a position in PIM in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.16M in Q1 2023. 58 funds tracked by Wall St. Rank hold PIM as of Q1 2025.

Transform Wealth held 169,225 shares of Franklin Master Intermediate Income Trust worth $562K as of Q1 2025.
Transform Wealth left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2025.
Franklin Master Intermediate Income Trust made up 0.03% of Transform Wealth's portfolio in Q1 2025, its #164 holding.
Transform Wealth first reported a position in Franklin Master Intermediate Income Trust in Q1 2023 and has held it in 6 quarters since.
Transform Wealth's Franklin Master Intermediate Income Trust position peaked at $1.16M in Q1 2023.
58 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.