Bogart Wealth LLC’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Bogart Wealth LLC’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 Q2	$823	Hold	56	–	–	﹤0.01%	1657
2026 Q1	$836	Hold	56	–	–	﹤0.01%	1485
2025 Q4	$869	Hold	56	–	–	﹤0.01%	1350
2025 Q3	$892	Hold	56	–	–	﹤0.01%	1310
2025 Q2	$902	Hold	56	–	–	﹤0.01%	1238
2025 Q1	$896	Hold	56	–	–	﹤0.01%	1193
2024 Q4	$886	Hold	56	–	–	﹤0.01%	1220
2024 Q3	$906	Hold	56	–	–	﹤0.01%	1033
2024 Q2	$886	Hold	56	–	–	﹤0.01%	1010
2024 Q1	$886	Hold	56	–	–	﹤0.01%	979
2023 Q4	$892	Buy	+56	New	+$896	﹤0.01%	963

Other funds holding MIN

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

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1CP

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bogart Wealth LLC's MIN Position: Q2 2026 in Review

Bogart Wealth LLC held its Aberdeen Intermediate Income Fund (MIN) position steady in Q2 2026 at 56 shares worth $823. The position accounts for ﹤0.01% of the portfolio, ranked #1657.

Bogart Wealth LLC first reported a position in MIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $906 in Q3 2024. 82 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

Bogart Wealth LLC held 56 shares of Aberdeen Intermediate Income Fund worth $823 as of Q2 2026.
Bogart Wealth LLC left its Aberdeen Intermediate Income Fund share count unchanged in Q2 2026.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1657 holding.
Bogart Wealth LLC first reported a position in Aberdeen Intermediate Income Fund in Q4 2023 and has held it in 11 quarters since.
Bogart Wealth LLC's Aberdeen Intermediate Income Fund position peaked at $906 in Q3 2024.
82 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.