Key Financial Inc’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Key Financial Inc’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 Q2	–	Sell	-75	Closed	-$188	–	1414
2026 Q1	$188	Hold	75	–	–	﹤0.01%	1345
2025 Q4	$196	Hold	75	–	–	﹤0.01%	1382
2025 Q3	$200	Hold	75	–	–	﹤0.01%	1399
2025 Q2	$203	Hold	75	–	–	﹤0.01%	1379
2025 Q1	$202	Hold	75	–	–	﹤0.01%	1338
2024 Q4	$200	Hold	75	–	–	﹤0.01%	1336
2024 Q3	$204	Sell	75 -75	-50%	-$204	﹤0.01%	1308
2024 Q2	$399	Hold	150	–	–	﹤0.01%	1265
2024 Q1	$399	Hold	150	–	–	﹤0.01%	1245
2023 Q4	$402	Hold	150	–	–	﹤0.01%	1251
2023 Q3	$402	Hold	150	–	–	﹤0.01%	1266
2023 Q2	$411	Hold	150	–	–	﹤0.01%	1312
2023 Q1	$416	Hold	150	–	–	﹤0.01%	1105
2022 Q4	$422	Hold	150	–	–	﹤0.01%	1107
2022 Q3	$0	Hold	150	–	–	﹤0.01%	1158
2022 Q2	$0	Hold	150	–	–	﹤0.01%	1136
2022 Q1	$0	Hold	150	–	–	﹤0.01%	1092
2021 Q4	$1K	Hold	150	–	–	﹤0.01%	908
2021 Q3	$1K	Hold	150	–	–	﹤0.01%	876
2021 Q2	$1K	Hold	150	–	–	﹤0.01%	827
2021 Q1	$1K	Hold	150	–	–	﹤0.01%	736
2020 Q4	$1K	Buy	+150	New	+$565	﹤0.01%	685
2020 Q2	–	Sell	-150	Closed	-$1K	–	413
2020 Q1	$1K	Buy	+150	New	+$562	﹤0.01%	647

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Key Financial Inc's MIN Position: Q2 2026 in Review

Key Financial Inc sold out of Aberdeen Intermediate Income Fund (MIN) in Q2 2026, closing a stake of 75 shares — an estimated $188 sold.

Key Financial Inc first reported a position in MIN in Q1 2020 and held it in 23 quarters. The position peaked at $1K in Q4 2021. 81 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

Key Financial Inc reported no remaining Aberdeen Intermediate Income Fund position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 75 Aberdeen Intermediate Income Fund shares in Q2 2026, an estimated $188.
Key Financial Inc first reported a position in Aberdeen Intermediate Income Fund in Q1 2020 and held it in 23 quarters.
Key Financial Inc's Aberdeen Intermediate Income Fund position peaked at $1K in Q4 2021.
81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.