LF
MIN

LifeSteps Financial’s Aberdeen Intermediate Income Fund MIN Stock Holding History

LifeSteps Financial’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
Q3 		– Sell
-833
Closed -$12.3K – 468
2026
Q2 		$12.3K Buy
+833
New +$12.3K 0.01% 378

Other funds holding MIN

FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

LifeSteps Financial's MIN Position: Q3 2026 in Review

LifeSteps Financial sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2026, closing a stake of 833 shares — an estimated $12.3K sold.

LifeSteps Financial first reported a position in MIN in Q2 2026 and held it in 1 quarter. The position peaked at $12.3K in Q2 2026. 5 funds tracked by Wall St. Rank hold MIN as of Q3 2026.

  • LifeSteps Financial reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 833 Aberdeen Intermediate Income Fund shares in Q3 2026, an estimated $12.3K.
  • LifeSteps Financial first reported a position in Aberdeen Intermediate Income Fund in Q2 2026 and held it in 1 quarter.
  • LifeSteps Financial's Aberdeen Intermediate Income Fund position peaked at $12.3K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.