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
Q2 		$12.3K Buy
+5,000
New +$12.3K 0.01% 378

Other funds holding MIN

DI
Decision Investments San Diego, California $110M AUM
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

LifeSteps Financial's MIN Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Aberdeen Intermediate Income Fund (MIN) in Q2 2026: 5,000 shares worth $12.3K. The stake represents 0.01% of the portfolio and ranks #378 among its holdings.

10 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

  • LifeSteps Financial held 5,000 shares of Aberdeen Intermediate Income Fund worth $12.3K as of Q2 2026.
  • Aberdeen Intermediate Income Fund was a new LifeSteps Financial position in Q2 2026.
  • Aberdeen Intermediate Income Fund made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #378 holding.
  • 10 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.