EP Wealth Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25.3K Buy
+1,704
New +$25.2K ﹤0.01% 1704
2025
Q2
$31.8K Sell
1,958
-667
-25% -$10.7K ﹤0.01% 1414
2025
Q1
$42.4K Buy
+2,625
New +$42.3K ﹤0.01% 1270
2024
Q4
– Sell
-2,625
Closed -$42.8K – 1295
2024
Q3
$42.8K Buy
2,625
+708
+37% +$11.6K ﹤0.01% 1168
2024
Q2
$30.6K Hold
1,917
– – ﹤0.01% 842
2024
Q1
$30.6K Hold
1,917
– – ﹤0.01% 823
2023
Q4
$30.8K Hold
1,917
– – ﹤0.01% 806
2023
Q3
$30.8K Buy
+1,917
New +$31.3K ﹤0.01% 744

Other funds holding MIN

EP Wealth Advisors's MIN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Aberdeen Intermediate Income Fund (MIN) in Q2 2026: 1,704 shares worth $25.3K. The stake represents ﹤0.01% of the portfolio and ranks #1704 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in MIN as recently as Q2 2025.

EP Wealth Advisors first reported a position in MIN in Q3 2023 and has held it in 8 quarters since. The position peaked at $42.8K in Q3 2024. 82 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

  • EP Wealth Advisors held 1,704 shares of Aberdeen Intermediate Income Fund worth $25.3K as of Q2 2026.
  • Aberdeen Intermediate Income Fund was a new EP Wealth Advisors position in Q2 2026.
  • Aberdeen Intermediate Income Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1704 holding.
  • EP Wealth Advisors first reported a position in Aberdeen Intermediate Income Fund in Q3 2023 and has held it in 8 quarters since.
  • EP Wealth Advisors's Aberdeen Intermediate Income Fund position peaked at $42.8K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.