Carson Wealth (CWM LLC)’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Carson Wealth (CWM 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	$11.3K	Hold	4,500	–	–	﹤0.01%	4727
2025 Q4	$12K	Hold	4,500	–	–	﹤0.01%	4466
2025 Q3	$12K	Sell	4,500 -329	-7%	-$882	﹤0.01%	4400
2025 Q2	$13K	Hold	4,829	–	–	﹤0.01%	4168
2025 Q1	$13K	Hold	4,829	–	–	﹤0.01%	3962
2024 Q4	$13K	Hold	4,829	–	–	﹤0.01%	3715
2024 Q3	$13K	Buy	4,829 +329	+7%	+$896	﹤0.01%	3631
2024 Q2	$12K	Hold	4,500	–	–	﹤0.01%	3439
2024 Q1	$12K	Sell	4,500 -77,473	-95%	-$212K	﹤0.01%	3234
2023 Q4	$220K	Hold	81,973	–	–	﹤0.01%	1389
2023 Q3	$220K	Hold	81,973	–	–	﹤0.01%	1277
2023 Q2	$225K	Hold	81,973	–	–	﹤0.01%	1206
2023 Q1	$227K	Hold	81,973	–	–	﹤0.01%	1151
2022 Q4	$226K	Hold	81,973	–	–	﹤0.01%	1054
2022 Q3	$230K	Hold	81,973	–	–	﹤0.01%	997
2022 Q2	$243K	Sell	81,973 -1,300	-2%	-$3.91K	﹤0.01%	968
2022 Q1	$262K	Sell	83,273 -82,750	-50%	-$273K	﹤0.01%	935
2021 Q4	$596K	Buy	+166,023	New	+$599K	﹤0.01%	682
2021 Q2	$991K	Hold	265,023	–	–	0.01%	564
2021 Q1	$991K	Hold	265,023	–	–	0.01%	564
2020 Q4	$991K	Hold	265,023	–	–	0.01%	564
2020 Q3	$991K	Hold	265,023	–	–	0.01%	564
2020 Q2	$991K	Hold	265,023	–	–	0.01%	564
2020 Q1	$991K	Hold	265,023	–	–	0.01%	564
2019 Q4	$991K	Hold	265,023	–	–	0.01%	564
2019 Q3	$991K	Hold	265,023	–	–	0.01%	564
2019 Q2	$991K	Hold	265,023	–	–	0.01%	564
2019 Q1	$991K	Buy	+265,023	New	+$988K	0.01%	564
2016 Q4	–	Sell	-1,200	Closed	-$5K	–	1144
2016 Q3	$5K	Buy	+1,200	New	+$5.52K	﹤0.01%	831

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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 $3.48B AUM 10.49% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MIN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Aberdeen Intermediate Income Fund (MIN) position steady in Q1 2026 at 4,500 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4727.

Carson Wealth (CWM LLC) first reported a position in MIN in Q3 2016 and has held it in 29 quarters since. The position peaked at $991K in Q2 2021. 85 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

Carson Wealth (CWM LLC) held 4,500 shares of Aberdeen Intermediate Income Fund worth $11.3K as of Q1 2026.
Carson Wealth (CWM LLC) left its Aberdeen Intermediate Income Fund share count unchanged in Q1 2026.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4727 holding.
Carson Wealth (CWM LLC) first reported a position in Aberdeen Intermediate Income Fund in Q3 2016 and has held it in 29 quarters since.
Carson Wealth (CWM LLC)'s Aberdeen Intermediate Income Fund position peaked at $991K in Q2 2021.
85 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.