AAS
MIN

Ameritas Advisory Services’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Ameritas Advisory Services’s Portfolio MIN Stock Details MIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$674K Buy
268,517
+3,399
+1% +$8.73K 0.03% 489
2025
Q4 		$692K Sell
265,118
-70,955
-21% -$187K 0.03% 458
2025
Q3 		$901K Buy
336,073
+9,108
+3% +$24.4K 0.06% 269
2025
Q2 		$886K Buy
326,965
+77,457
+31% +$207K 0.05% 379
2025
Q1 		$664K Hold
249,508
– – 0.03% 500
2024
Q4 		$664K Sell
249,508
-4,854
-2% -$13.1K 0.02% 507
2024
Q3 		$692K Buy
254,362
+21,722
+9% +$59.1K 0.03% 465
2024
Q2 		$619K Buy
232,640
+63,582
+38% +$166K 0.02% 522
2024
Q1 		$443K Buy
+169,058
New +$462K 0.02% 583
2023
Q4 		– Sell
-148,199
Closed -$390K – 785
2023
Q3 		$390K Sell
148,199
-5,614
-4% -$15.3K 0.02% 565
2023
Q2 		$429K Sell
153,813
-9,716
-6% -$27.1K 0.06% 327
2023
Q1 		$453K Sell
163,529
-150,091
-48% -$424K 0.02% 514
2022
Q4 		$866K Buy
313,620
+138,077
+79% +$386K 0.04% 391
2022
Q3 		$493K Sell
175,543
-5,007
-3% -$14.6K 0.03% 439
2022
Q2 		$536K Sell
180,550
-22,557
-11% -$67.9K 0.03% 431
2022
Q1 		$640K Buy
203,107
+13,506
+7% +$44.6K 0.02% 440
2021
Q4 		$681K Buy
+189,601
New +$684K 0.02% 418

Other funds holding MIN

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Ameritas Advisory Services's MIN Position: Q1 2026 in Review

Ameritas Advisory Services increased its Aberdeen Intermediate Income Fund (MIN) stake by 1.3% in Q1 2026, buying an estimated $8.73K and bringing the position to 268,517 shares worth $674K. The position accounts for 0.03% of the portfolio, ranked #489.

Ameritas Advisory Services first reported a position in MIN in Q4 2021 and has held it in 17 quarters since. The position peaked at $901K in Q3 2025. 85 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

  • Ameritas Advisory Services held 268,517 shares of Aberdeen Intermediate Income Fund worth $674K as of Q1 2026.
  • Ameritas Advisory Services bought 3,399 Aberdeen Intermediate Income Fund shares in Q1 2026, an estimated $8.73K.
  • Aberdeen Intermediate Income Fund made up 0.03% of Ameritas Advisory Services's portfolio in Q1 2026, its #489 holding.
  • Ameritas Advisory Services first reported a position in Aberdeen Intermediate Income Fund in Q4 2021 and has held it in 17 quarters since.
  • Ameritas Advisory Services's Aberdeen Intermediate Income Fund position peaked at $901K in Q3 2025.
  • 85 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.