BWL
MIN

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
Q1 		$836 Hold
333
– – ﹤0.01% 1485
2025
Q4 		$869 Hold
333
– – ﹤0.01% 1350
2025
Q3 		$892 Hold
333
– – ﹤0.01% 1310
2025
Q2 		$902 Hold
333
– – ﹤0.01% 1238
2025
Q1 		$896 Hold
333
– – ﹤0.01% 1193
2024
Q4 		$886 Hold
333
– – ﹤0.01% 1220
2024
Q3 		$906 Hold
333
– – ﹤0.01% 1033
2024
Q2 		$886 Hold
333
– – ﹤0.01% 1010
2024
Q1 		$886 Hold
333
– – ﹤0.01% 979
2023
Q4 		$892 Buy
+333
New +$888 ﹤0.01% 963

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

Bogart Wealth LLC's MIN Position: Q1 2026 in Review

Bogart Wealth LLC held its Aberdeen Intermediate Income Fund (MIN) position steady in Q1 2026 at 333 shares worth $836. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Bogart Wealth LLC first reported a position in MIN in Q4 2023 and has held it in 10 quarters since. The position peaked at $906 in Q3 2024. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

  • Bogart Wealth LLC held 333 shares of Aberdeen Intermediate Income Fund worth $836 as of Q1 2026.
  • Bogart Wealth LLC left its Aberdeen Intermediate Income Fund share count unchanged in Q1 2026.
  • Aberdeen Intermediate Income Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1485 holding.
  • Bogart Wealth LLC first reported a position in Aberdeen Intermediate Income Fund in Q4 2023 and has held it in 10 quarters since.
  • Bogart Wealth LLC's Aberdeen Intermediate Income Fund position peaked at $906 in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.