TWML
MIN

Todd Wealth Management, LLC’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Todd Wealth Management, 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
Q2 		$86K Hold
5,805
– – 0.07% 111
2026
Q1 		$87.4K Sell
5,805
-331
-5% -$5.1K 0.08% 105
2025
Q4 		$96.1K Buy
+6,136
New +$97.1K 0.09% 99

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
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Todd Wealth Management, LLC's MIN Position: Q2 2026 in Review

Todd Wealth Management, LLC held its Aberdeen Intermediate Income Fund (MIN) position steady in Q2 2026 at 5,805 shares worth $86K. The position accounts for 0.07% of the portfolio, ranked #111.

Todd Wealth Management, LLC first reported a position in MIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $96.1K in Q4 2025. 82 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

  • Todd Wealth Management, LLC held 5,805 shares of Aberdeen Intermediate Income Fund worth $86K as of Q2 2026.
  • Todd Wealth Management, LLC left its Aberdeen Intermediate Income Fund share count unchanged in Q2 2026.
  • Aberdeen Intermediate Income Fund made up 0.07% of Todd Wealth Management, LLC's portfolio in Q2 2026, its #111 holding.
  • Todd Wealth Management, LLC first reported a position in Aberdeen Intermediate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Todd Wealth Management, LLC's Aberdeen Intermediate Income Fund position peaked at $96.1K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Todd Wealth Management, LLC's 13F filing for Q2 2026, filed 7 Oct 2026.