MSWA
MIN

Marshall & Sterling Wealth Advisors’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$4.45K Hold
1,771
– – ﹤0.01% 261
2025
Q4 		$4.62K Hold
1,771
– – ﹤0.01% 259
2025
Q3 		$4.75K Hold
1,771
– – ﹤0.01% 511
2025
Q2 		$4.8K Hold
1,771
– – ﹤0.01% 487
2025
Q1 		$4.76K Hold
1,771
– – ﹤0.01% 482
2024
Q4 		$4.71K Buy
+1,771
New +$4.79K ﹤0.01% 262

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
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
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MIN Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its Aberdeen Intermediate Income Fund (MIN) position steady in Q1 2026 at 1,771 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Marshall & Sterling Wealth Advisors first reported a position in MIN in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.8K in Q2 2025. 84 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

  • Marshall & Sterling Wealth Advisors held 1,771 shares of Aberdeen Intermediate Income Fund worth $4.45K as of Q1 2026.
  • Marshall & Sterling Wealth Advisors left its Aberdeen Intermediate Income Fund share count unchanged in Q1 2026.
  • Aberdeen Intermediate Income Fund made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #261 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Aberdeen Intermediate Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Marshall & Sterling Wealth Advisors's Aberdeen Intermediate Income Fund position peaked at $4.8K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.