IFP Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

IFP Advisors’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
2025 Q1	–	Sell	-1,007	Closed	-$2.68K	–	4520
2024 Q4	$2.68K	Hold	1,007	–	–	﹤0.01%	2995
2024 Q3	$2.74K	Buy	+1,007	New	+$2.74K	﹤0.01%	2839
2023 Q1	–	Sell	-464	Closed	-$2K	–	4026
2022 Q4	$2K	Sell	464 -34	-7%	-$95	﹤0.01%	4185
2022 Q3	$2K	Hold	498	–	–	﹤0.01%	4376
2022 Q2	$2K	Hold	498	–	–	﹤0.01%	4149
2022 Q1	$2K	Buy	+498	New	+$1.64K	﹤0.01%	4147
2018 Q3	–	Sell	-4,101	Closed	-$16K	–	3937
2018 Q2	$16K	Hold	4,101	–	–	﹤0.01%	2607
2018 Q1	$17K	Hold	4,101	–	–	﹤0.01%	2492
2017 Q4	$17K	Hold	4,101	–	–	﹤0.01%	2528
2017 Q3	$18K	Buy	4,101 +976	+31%	+$4.2K	﹤0.01%	2669
2017 Q2	$14K	Buy	+3,125	New	+$13.5K	﹤0.01%	2804
2016 Q4	–	Sell	-700	Closed	-$3K	–	4070
2016 Q3	$3K	Hold	700	–	–	﹤0.01%	3460
2016 Q2	$3K	Buy	+700	New	+$3.23K	﹤0.01%	3350

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors's MIN Position: Q1 2025 in Review

IFP Advisors sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2025, closing a stake of 1,007 shares — an estimated $2.68K sold.

IFP Advisors first reported a position in MIN in Q2 2016 and held it in 13 quarters. The position peaked at $18K in Q3 2017. 90 funds tracked by Wall St. Rank hold MIN as of Q1 2025.

IFP Advisors reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 1,007 Aberdeen Intermediate Income Fund shares in Q1 2025, an estimated $2.68K.
IFP Advisors first reported a position in Aberdeen Intermediate Income Fund in Q2 2016 and held it in 13 quarters.
IFP Advisors's Aberdeen Intermediate Income Fund position peaked at $18K in Q3 2017.
90 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.