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 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 $4.93B AUM 12.22% 1-Year Est. Return

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

GCP

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WealthShield Partners's PIM Position: Q1 2026 in Review

WealthShield Partners held its Franklin Master Intermediate Income Trust (PIM) position steady in Q1 2026 at 13,000 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

WealthShield Partners first reported a position in PIM in Q4 2023 and has held it in 10 quarters since. The position peaked at $43.4K in Q4 2025. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

WealthShield Partners held 13,000 shares of Franklin Master Intermediate Income Trust worth $42.5K as of Q1 2026.
WealthShield Partners left its Franklin Master Intermediate Income Trust share count unchanged in Q1 2026.
Franklin Master Intermediate Income Trust made up ﹤0.01% of WealthShield Partners's portfolio in Q1 2026, its #459 holding.
WealthShield Partners first reported a position in Franklin Master Intermediate Income Trust in Q4 2023 and has held it in 10 quarters since.
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 Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.