Dakota Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Dakota Wealth Management’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	$182K	Buy	72,350 +11,750	+19%	+$30.2K	﹤0.01%	745
2025 Q4	$158K	Hold	60,600	–	–	﹤0.01%	761
2025 Q3	$162K	Sell	60,600 -4,953	-8%	-$13.3K	﹤0.01%	631
2025 Q2	$178K	Hold	65,553	–	–	﹤0.01%	739
2025 Q1	$176K	Sell	65,553 -6,147	-9%	-$16.5K	﹤0.01%	724
2024 Q4	$191K	Hold	71,700	–	–	﹤0.01%	718
2024 Q3	$195K	Hold	71,700	–	–	﹤0.01%	693
2024 Q2	$191K	Buy	71,700 +30,125	+72%	+$78.9K	﹤0.01%	676
2024 Q1	$111K	Buy	41,575 +3,300	+9%	+$9.01K	﹤0.01%	702
2023 Q4	$103K	Hold	38,275	–	–	﹤0.01%	642
2023 Q3	$103K	Hold	38,275	–	–	﹤0.01%	636
2023 Q2	$105K	Buy	38,275 +7,800	+26%	+$21.7K	﹤0.01%	624
2023 Q1	$84.4K	Hold	30,475	–	–	0.01%	608
2022 Q4	$84.1K	Buy	+30,475	New	+$85.2K	0.01%	592
2021 Q3	–	Sell	-49,075	Closed	-$183K	–	364
2021 Q2	$183K	Sell	49,075 -25,325	-34%	-$93.6K	0.02%	315
2021 Q1	$276K	Hold	74,400	–	–	0.04%	267
2020 Q4	$283K	Hold	74,400	–	–	0.04%	264
2020 Q3	$278K	Hold	74,400	–	–	0.04%	235
2020 Q2	$275K	Hold	74,400	–	–	0.05%	230
2020 Q1	$268K	Buy	+74,400	New	+$279K	0.06%	210
2019 Q1	–	Sell	-68,675	Closed	-$251K	–	322
2018 Q4	$251K	Hold	68,675	–	–	0.06%	240
2018 Q3	$258K	Buy	+68,675	New	+$261K	0.06%	233

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

Dakota Wealth Management's MIN Position: Q1 2026 in Review

Dakota Wealth Management increased its Aberdeen Intermediate Income Fund (MIN) stake by 19% in Q1 2026, buying an estimated $30.2K and bringing the position to 72,350 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Dakota Wealth Management first reported a position in MIN in Q3 2018 and has held it in 22 quarters since. The position peaked at $283K in Q4 2020. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

Dakota Wealth Management held 72,350 shares of Aberdeen Intermediate Income Fund worth $182K as of Q1 2026.
Dakota Wealth Management bought 11,750 Aberdeen Intermediate Income Fund shares in Q1 2026, an estimated $30.2K.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Dakota Wealth Management's portfolio in Q1 2026, its #745 holding.
Dakota Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q3 2018 and has held it in 22 quarters since.
Dakota Wealth Management's Aberdeen Intermediate Income Fund position peaked at $283K in Q4 2020.
84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.