WealthShield Partners’s Franklin Master Intermediate Income Trust PIM Stock Holding History

WealthShield Partners’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	–	Sell	-13,000	Closed	-$42.5K	–	542
2026 Q1	$42.5K	Hold	13,000	–	–	﹤0.01%	459
2025 Q4	$43.4K	Buy	13,000 +3,000	+30%	+$10K	﹤0.01%	442
2025 Q3	$34.4K	Hold	10,000	–	–	﹤0.01%	448
2025 Q2	$33.5K	Hold	10,000	–	–	﹤0.01%	438
2025 Q1	$33.2K	Hold	10,000	–	–	﹤0.01%	431
2024 Q4	$32.8K	Hold	10,000	–	–	﹤0.01%	394
2024 Q3	$34.1K	Hold	10,000	–	–	﹤0.01%	404
2024 Q2	$32.5K	Hold	10,000	–	–	﹤0.01%	380
2024 Q1	$32.2K	Hold	10,000	–	–	0.01%	374
2023 Q4	$31.9K	Buy	+10,000	New	+$30.6K	0.01%	382

Other funds holding PIM

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return

WealthShield Partners's PIM Position: Q2 2026 in Review

WealthShield Partners sold out of Franklin Master Intermediate Income Trust (PIM) in Q2 2026, closing a stake of 13,000 shares — an estimated $42.5K sold.

WealthShield Partners first reported a position in PIM in Q4 2023 and held it in 10 quarters. The position peaked at $43.4K in Q4 2025. 60 funds tracked by Wall St. Rank hold PIM as of Q2 2026.

WealthShield Partners reported no remaining Franklin Master Intermediate Income Trust position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 13,000 Franklin Master Intermediate Income Trust shares in Q2 2026, an estimated $42.5K.
WealthShield Partners first reported a position in Franklin Master Intermediate Income Trust in Q4 2023 and held it in 10 quarters.
WealthShield Partners's Franklin Master Intermediate Income Trust position peaked at $43.4K in Q4 2025.
60 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.