Independent Financial Group
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
-1,667
Closed -$27.2K – 1212
2024
Q3 		$27.2K Hold
1,667
– – ﹤0.01% 1119
2024
Q2 		$26.6K Buy
+1,667
New +$26.2K ﹤0.01% 1077

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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 1,667 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. 87 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 1,667 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.
  • 87 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.