IWC
MIN

Integrated Wealth Concepts’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Integrated Wealth Concepts’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
Q1 		$38.5K Buy
+15,330
New +$39.4K ﹤0.01% 2232
2025
Q4 		– Sell
-14,661
Closed -$39.3K – 1893
2025
Q3 		$39.3K Buy
+14,661
New +$39.3K ﹤0.01% 1956

Other funds holding MIN

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Integrated Wealth Concepts's MIN Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Aberdeen Intermediate Income Fund (MIN) in Q1 2026: 15,330 shares worth $38.5K. The stake represents ﹤0.01% of the portfolio and ranks #2232 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in MIN as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in MIN in Q3 2025 and has held it in 2 quarters since. The position peaked at $39.3K in Q3 2025. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

  • Integrated Wealth Concepts held 15,330 shares of Aberdeen Intermediate Income Fund worth $38.5K as of Q1 2026.
  • Aberdeen Intermediate Income Fund was a new Integrated Wealth Concepts position in Q1 2026.
  • Aberdeen Intermediate Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2232 holding.
  • Integrated Wealth Concepts first reported a position in Aberdeen Intermediate Income Fund in Q3 2025 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's Aberdeen Intermediate Income Fund position peaked at $39.3K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.