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 Q2	$9.53K	Buy	+3,857	New	+$9.5K	﹤0.01%	580
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 $5.28B AUM 14.42% 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

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

Concord Wealth Partners's MIN Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Aberdeen Intermediate Income Fund (MIN) in Q2 2026: 3,857 shares worth $9.53K. The stake represents ﹤0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MIN as recently as Q4 2025.

Concord Wealth Partners first reported a position in MIN in Q4 2020 and has held it in 21 quarters since. The position peaked at $15K in Q4 2020. 81 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

Concord Wealth Partners held 3,857 shares of Aberdeen Intermediate Income Fund worth $9.53K as of Q2 2026.
Aberdeen Intermediate Income Fund was a new Concord Wealth Partners position in Q2 2026.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #580 holding.
Concord Wealth Partners first reported a position in Aberdeen Intermediate Income Fund in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's Aberdeen Intermediate Income Fund position peaked at $15K in Q4 2020.
81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.