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

Focus Partners Wealth’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	$777K	Buy	314,646 +50,452	+19%	+$124K	﹤0.01%	1742
2026 Q1	$663K	Buy	264,194 +21,000	+9%	+$53.9K	﹤0.01%	1795
2025 Q4	$635K	Buy	243,194 +204,094	+522%	+$538K	﹤0.01%	1843
2025 Q3	$105K	Hold	39,100	–	–	﹤0.01%	2127
2025 Q2	$106K	Hold	39,100	–	–	﹤0.01%	1936
2025 Q1	$105K	Hold	39,100	–	–	﹤0.01%	1813
2024 Q4	$104K	Buy	+39,100	New	+$106K	﹤0.01%	1793
2024 Q3	–	Sell	-39,100	Closed	-$106K	–	1663
2024 Q2	$106K	Buy	+39,100	New	+$102K	﹤0.01%	1190

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

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

Focus Partners Wealth increased its Aberdeen Intermediate Income Fund (MIN) stake by 19% in Q2 2026, buying an estimated $124K and bringing the position to 314,646 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Focus Partners Wealth first reported a position in MIN in Q2 2024 and has held it in 8 quarters since. 81 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

Focus Partners Wealth held 314,646 shares of Aberdeen Intermediate Income Fund worth $777K as of Q2 2026.
Focus Partners Wealth bought 50,452 Aberdeen Intermediate Income Fund shares in Q2 2026, an estimated $124K.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1742 holding.
Focus Partners Wealth first reported a position in Aberdeen Intermediate Income Fund in Q2 2024 and has held it in 8 quarters since.
81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

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