WP
PIM

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

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
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 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

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. 59 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.
  • 59 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.