Concord Wealth Partners’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Concord Wealth Partners’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	–	Sell	-3,857	Closed	-$10.1K	–	564
2025 Q4	$10.1K	Hold	3,857	–	–	﹤0.01%	538
2025 Q3	$10.3K	Hold	3,857	–	–	﹤0.01%	537
2025 Q2	$10.5K	Hold	3,857	–	–	﹤0.01%	534
2025 Q1	$10.4K	Hold	3,857	–	–	﹤0.01%	505
2024 Q4	$10.3K	Hold	3,857	–	–	﹤0.01%	524
2024 Q3	$10.5K	Hold	3,857	–	–	﹤0.01%	555
2024 Q2	$10.3K	Hold	3,857	–	–	﹤0.01%	508
2024 Q1	$10.3K	Hold	3,857	–	–	﹤0.01%	569
2023 Q4	$10.3K	Hold	3,857	–	–	﹤0.01%	565
2023 Q3	$10.3K	Hold	3,857	–	–	﹤0.01%	610
2023 Q2	$10.6K	Hold	3,857	–	–	﹤0.01%	594
2023 Q1	$10.7K	Hold	3,857	–	–	﹤0.01%	581
2022 Q4	$10.6K	Buy	+3,857	New	+$10.8K	﹤0.01%	625
2022 Q3	–	Sell	-3,857	Closed	-$11K	–	732
2022 Q2	$11K	Hold	3,857	–	–	﹤0.01%	671
2022 Q1	$12K	Hold	3,857	–	–	﹤0.01%	741
2021 Q4	$14K	Hold	3,857	–	–	﹤0.01%	716
2021 Q3	$14K	Hold	3,857	–	–	0.01%	427
2021 Q2	$14K	Hold	3,857	–	–	﹤0.01%	567
2021 Q1	$14K	Hold	3,857	–	–	﹤0.01%	530
2020 Q4	$15K	Buy	+3,857	New	+$14.5K	0.01%	332

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Concord Wealth Partners's MIN Position: Q1 2026 in Review

Concord Wealth Partners sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2026, closing a stake of 3,857 shares — an estimated $10.1K sold.

Concord Wealth Partners first reported a position in MIN in Q4 2020 and held it in 20 quarters. The position peaked at $15K in Q4 2020. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

Concord Wealth Partners reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 3,857 Aberdeen Intermediate Income Fund shares in Q1 2026, an estimated $10.1K.
Concord Wealth Partners first reported a position in Aberdeen Intermediate Income Fund in Q4 2020 and held it in 20 quarters.
Concord Wealth Partners's Aberdeen Intermediate Income Fund position peaked at $15K in Q4 2020.
84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.