LPL Financial
MIN

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

LPL 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
Q1 		$2.47M Sell
983,464
-65,301
-6% -$168K ﹤0.01% 3297
2025
Q4 		$2.74M Buy
1,048,765
+17,289
+2% +$45.6K ﹤0.01% 3100
2025
Q3 		$2.76M Buy
1,031,476
+211,312
+26% +$567K ﹤0.01% 3018
2025
Q2 		$2.22M Sell
820,164
-20,743
-2% -$55.4K ﹤0.01% 3025
2025
Q1 		$2.26M Buy
840,907
+433,432
+106% +$1.17M ﹤0.01% 2834
2024
Q4 		$1.08M Buy
407,475
+39,954
+11% +$108K ﹤0.01% 3428
2024
Q3 		$1,000K Buy
367,521
+111,801
+44% +$304K ﹤0.01% 3404
2024
Q2 		$680K Buy
255,720
+153,364
+150% +$402K ﹤0.01% 3597
2024
Q1 		$272K Sell
102,356
-3,114
-3% -$8.5K ﹤0.01% 4277
2023
Q4 		$283K Buy
105,470
+43,190
+69% +$115K ﹤0.01% 4139
2023
Q3 		$167K Buy
62,280
+8,042
+15% +$21.9K ﹤0.01% 4296
2023
Q2 		$149K Buy
54,238
+37,719
+228% +$105K ﹤0.01% 4245
2023
Q1 		$45.8K Buy
16,519
+11
+0.1% +$31 ﹤0.01% 4312
2022
Q4 		$45.6K Sell
16,508
-3,990
-19% -$11.2K ﹤0.01% 4276
2022
Q3 		$58K Buy
20,498
+1,011
+5% +$2.95K ﹤0.01% 4215
2022
Q2 		$58K Sell
19,487
-9,866
-34% -$29.7K ﹤0.01% 4218
2022
Q1 		$92K Buy
29,353
+7,905
+37% +$26.1K ﹤0.01% 3993
2021
Q4 		$77K Buy
21,448
+3,060
+17% +$11K ﹤0.01% 4175
2021
Q3 		$67K Sell
18,388
-22,761
-55% -$84.1K ﹤0.01% 4202
2021
Q2 		$154K Buy
41,149
+1,677
+4% +$6.2K ﹤0.01% 3971
2021
Q1 		$147K Buy
39,472
+5,158
+15% +$19.3K ﹤0.01% 3856
2020
Q4 		$131K Sell
34,314
-4,749
-12% -$17.9K ﹤0.01% 3638
2020
Q3 		$146K Sell
39,063
-4,328
-10% -$16.6K ﹤0.01% 3290
2020
Q2 		$161K Buy
43,391
+33,004
+318% +$124K ﹤0.01% 3186
2020
Q1 		$37K Sell
10,387
-6,092
-37% -$22.8K ﹤0.01% 3109
2019
Q4 		$63K Buy
16,479
+2,108
+15% +$7.96K ﹤0.01% 3260
2019
Q3 		$55K Buy
14,371
+7
+0% +$27 ﹤0.01% 3197
2019
Q2 		$55K Sell
14,364
-143,996
-91% -$543K ﹤0.01% 3202
2019
Q1 		$602K Sell
158,360
-9,730
-6% -$36.3K ﹤0.01% 2061
2018
Q4 		$617K Sell
168,090
-42,073
-20% -$155K ﹤0.01% 1882
2018
Q3 		$790K Sell
210,163
-624,787
-75% -$2.37M ﹤0.01% 1857
2018
Q2 		$3.22M Sell
834,950
-66,791
-7% -$259K 0.01% 902
2018
Q1 		$3.54M Buy
901,741
+92,132
+11% +$367K 0.01% 844
2017
Q4 		$3.36M Buy
809,609
+780,502
+2,681% +$3.27M 0.01% 808
2017
Q3 		$125K Buy
29,107
+4,789
+20% +$20.6K ﹤0.01% 2755
2017
Q2 		$105K Sell
24,318
-115,710
-83% -$500K ﹤0.01% 2705
2017
Q1 		$604K Sell
140,028
-124,791
-47% -$542K ﹤0.01% 1639
2016
Q4 		$1.17M Sell
264,819
-84,793
-24% -$373K 0.01% 1114
2016
Q3 		$1.59M Buy
349,612
+59,406
+20% +$273K 0.02% 891
2016
Q2 		$1.35M Sell
290,206
-188,407
-39% -$868K 0.01% 983
2016
Q1 		$2.19M Buy
478,613
+237,938
+99% +$1.08M 0.01% 1144
2015
Q4 		$1.11M Buy
240,675
+133,383
+124% +$605K ﹤0.01% 1597
2015
Q3 		$487K Sell
107,292
-39,913
-27% -$183K ﹤0.01% 1811
2015
Q2 		$686K Sell
147,205
-22,959
-13% -$110K ﹤0.01% 1641
2015
Q1 		$829K Sell
170,164
-10,715
-6% -$52.6K ﹤0.01% 1495
2014
Q4 		$865K Sell
180,879
-28,627
-14% -$143K ﹤0.01% 1411
2014
Q3 		$1.06M Sell
209,506
-35,028
-14% -$182K 0.01% 1237
2014
Q2 		$1.29M Sell
244,534
-14,589
-6% -$77.5K 0.01% 1153
2014
Q1 		$1.34M Sell
259,123
-8,466
-3% -$44.5K 0.01% 1075
2013
Q4 		$1.39M Sell
267,589
-64,699
-19% -$337K 0.01% 1037
2013
Q3 		$1.73M Sell
332,288
-113,353
-25% -$601K 0.01% 867
2013
Q2 		$2.56M Buy
+445,641
New +$2.7M 0.02% 613

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's MIN Position: Q1 2026 in Review

LPL Financial reduced its Aberdeen Intermediate Income Fund (MIN) stake by 6.2% in Q1 2026, selling an estimated $168K and leaving 983,464 shares worth $2.47M. The position accounts for ﹤0.01% of the portfolio, ranked #3297.

LPL Financial first reported a position in MIN in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.54M in Q1 2018. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

  • LPL Financial held 983,464 shares of Aberdeen Intermediate Income Fund worth $2.47M as of Q1 2026.
  • LPL Financial sold 65,301 Aberdeen Intermediate Income Fund shares in Q1 2026, an estimated $168K.
  • Aberdeen Intermediate Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3297 holding.
  • LPL Financial first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Aberdeen Intermediate Income Fund position peaked at $3.54M in Q1 2018.
  • 84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.