Melfa Wealth Management’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Melfa Wealth Management’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	$84.3K	Hold	34,133	–	–	0.05%	195
2026 Q1	$85.7K	Hold	34,133	–	–	0.05%	192
2025 Q4	$89.1K	Hold	34,133	–	–	0.05%	200
2025 Q3	$91.5K	Hold	34,133	–	–	0.05%	193
2025 Q2	$92.5K	Hold	34,133	–	–	0.06%	196
2025 Q1	$91.8K	Hold	34,133	–	–	0.06%	196
2024 Q4	$90.8K	Hold	34,133	–	–	0.06%	197
2024 Q3	$92.8K	Hold	34,133	–	–	0.06%	195
2024 Q2	$90.8K	Hold	34,133	–	–	0.06%	194
2024 Q1	$90.8K	Hold	34,133	–	–	0.07%	188
2023 Q4	$91.5K	Sell	34,133 -16,500	-33%	-$44K	0.09%	138
2023 Q3	$136K	Hold	50,633	–	–	0.15%	118
2023 Q2	$139K	Buy	+50,633	New	+$141K	0.14%	121

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Melfa Wealth Management's MIN Position: Q2 2026 in Review

Melfa Wealth Management held its Aberdeen Intermediate Income Fund (MIN) position steady in Q2 2026 at 34,133 shares worth $84.3K. The position accounts for 0.05% of the portfolio, ranked #195.

Melfa Wealth Management first reported a position in MIN in Q2 2023 and has held it in 13 quarters since. The position peaked at $139K in Q2 2023. 81 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

Melfa Wealth Management held 34,133 shares of Aberdeen Intermediate Income Fund worth $84.3K as of Q2 2026.
Melfa Wealth Management left its Aberdeen Intermediate Income Fund share count unchanged in Q2 2026.
Aberdeen Intermediate Income Fund made up 0.05% of Melfa Wealth Management's portfolio in Q2 2026, its #195 holding.
Melfa Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q2 2023 and has held it in 13 quarters since.
Melfa Wealth Management's Aberdeen Intermediate Income Fund position peaked at $139K in Q2 2023.
81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.