Jones Financial Companies
MIN

Jones Financial Companies’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Jones Financial Companies’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 		– Sell
-5,269
Closed -$13.8K – 4855
2025
Q4 		$13.8K Buy
5,269
+5,061
+2,433% +$13.3K ﹤0.01% 3091
2025
Q3 		$555 Buy
+208
New +$558 ﹤0.01% 4026

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

Jones Financial Companies's MIN Position: Q1 2026 in Review

Jones Financial Companies sold out of Aberdeen Intermediate Income Fund (MIN) in Q1 2026, closing a stake of 5,269 shares — an estimated $13.8K sold.

Jones Financial Companies first reported a position in MIN in Q3 2025 and held it in 2 quarters. The position peaked at $13.8K in Q4 2025. 85 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

  • Jones Financial Companies reported no remaining Aberdeen Intermediate Income Fund position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 5,269 Aberdeen Intermediate Income Fund shares in Q1 2026, an estimated $13.8K.
  • Jones Financial Companies first reported a position in Aberdeen Intermediate Income Fund in Q3 2025 and held it in 2 quarters.
  • Jones Financial Companies's Aberdeen Intermediate Income Fund position peaked at $13.8K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.