Weaver Consulting Group’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Weaver Consulting Group’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 Q3	$96.6K	Hold	32,000	–	–	0.02%	303
2026 Q2	$103K	Hold	32,000	–	–	0.02%	296
2026 Q1	$105K	Sell	32,000 -10,000	-24%	-$32.8K	0.02%	274
2025 Q4	$140K	Buy	42,000 +7,000	+20%	+$23.4K	0.03%	266
2025 Q3	$120K	Buy	35,000 +2,500	+8%	+$8.42K	0.03%	261
2025 Q2	$109K	Buy	+32,500	New	+$107K	0.03%	241

Other funds holding PIM

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

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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 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

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Weaver Consulting Group's PIM Position: Q3 2026 in Review

Weaver Consulting Group held its Franklin Master Intermediate Income Trust (PIM) position steady in Q3 2026 at 32,000 shares worth $96.6K. The position accounts for 0.02% of the portfolio, ranked #303.

Weaver Consulting Group first reported a position in PIM in Q2 2025 and has held it in 6 quarters since. The position peaked at $140K in Q4 2025. 15 funds tracked by Wall St. Rank hold PIM as of Q3 2026.

Weaver Consulting Group held 32,000 shares of Franklin Master Intermediate Income Trust worth $96.6K as of Q3 2026.
Weaver Consulting Group left its Franklin Master Intermediate Income Trust share count unchanged in Q3 2026.
Franklin Master Intermediate Income Trust made up 0.02% of Weaver Consulting Group's portfolio in Q3 2026, its #303 holding.
Weaver Consulting Group first reported a position in Franklin Master Intermediate Income Trust in Q2 2025 and has held it in 6 quarters since.
Weaver Consulting Group's Franklin Master Intermediate Income Trust position peaked at $140K in Q4 2025.
15 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.