Principal Securities’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Principal 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	-13	Closed	-$35	–	3807
2025 Q2	$35	Hold	13	–	–	﹤0.01%	3665
2025 Q1	$35	Hold	13	–	–	﹤0.01%	3538
2024 Q4	$35	Hold	13	–	–	﹤0.01%	3533
2024 Q3	$35	Hold	13	–	–	﹤0.01%	3426
2024 Q2	$35	Hold	13	–	–	﹤0.01%	3377
2024 Q1	$35	Hold	13	–	–	﹤0.01%	3304
2023 Q4	$35	Buy	+13	New	+$35	﹤0.01%	3198

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities's MIN Position: Q3 2025 in Review

Principal Securities sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2025, closing a stake of 13 shares — an estimated $35 sold.

Principal Securities first reported a position in MIN in Q4 2023 and held it in 7 quarters. The position peaked at $35 in Q2 2025. 84 funds tracked by Wall St. Rank hold MIN as of Q3 2025.

Principal Securities reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2025 after selling out during the quarter.
Principal Securities sold 13 Aberdeen Intermediate Income Fund shares in Q3 2025, an estimated $35.
Principal Securities first reported a position in Aberdeen Intermediate Income Fund in Q4 2023 and held it in 7 quarters.
Principal Securities's Aberdeen Intermediate Income Fund position peaked at $35 in Q2 2025.
84 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.