IFG
MIN

Independent Financial Group’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Independent Financial Group’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
2024
Q4 		– Sell
-10,000
Closed -$27.2K – 1212
2024
Q3 		$27.2K Hold
10,000
– – ﹤0.01% 1119
2024
Q2 		$26.6K Buy
+10,000
New +$26.2K ﹤0.01% 1077

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Financial Group's MIN Position: Q4 2024 in Review

Independent Financial Group sold out of Aberdeen Intermediate Income Fund (MIN) in Q4 2024, closing a stake of 10,000 shares — an estimated $27.2K sold.

Independent Financial Group first reported a position in MIN in Q2 2024 and held it in 2 quarters. The position peaked at $27.2K in Q3 2024. 88 funds tracked by Wall St. Rank hold MIN as of Q4 2024.

  • Independent Financial Group reported no remaining Aberdeen Intermediate Income Fund position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 10,000 Aberdeen Intermediate Income Fund shares in Q4 2024, an estimated $27.2K.
  • Independent Financial Group first reported a position in Aberdeen Intermediate Income Fund in Q2 2024 and held it in 2 quarters.
  • Independent Financial Group's Aberdeen Intermediate Income Fund position peaked at $27.2K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.