MHS
MIN

M Holdings Securities’s Aberdeen Intermediate Income Fund MIN Stock Holding History

M Holdings Securities’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
2025
Q3 		– Sell
-260,817
Closed -$703K – 147
2025
Q2 		$703K Buy
+260,817
New +$697K 0.12% 116

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

M Holdings Securities's MIN Position: Q3 2025 in Review

M Holdings Securities sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2025, closing a stake of 260,817 shares — an estimated $703K sold.

M Holdings Securities first reported a position in MIN in Q2 2025 and held it in 1 quarter. The position peaked at $703K in Q2 2025. 84 funds tracked by Wall St. Rank hold MIN as of Q3 2025.

  • M Holdings Securities reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2025 after selling out during the quarter.
  • M Holdings Securities sold 260,817 Aberdeen Intermediate Income Fund shares in Q3 2025, an estimated $703K.
  • M Holdings Securities first reported a position in Aberdeen Intermediate Income Fund in Q2 2025 and held it in 1 quarter.
  • M Holdings Securities's Aberdeen Intermediate Income Fund position peaked at $703K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2025.

Based on M Holdings Securities's 13F filing for Q3 2025, filed 13 Nov 2025.