SFS
MIN

Shaker Financial Services’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Shaker Financial Services’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 		$351K Sell
142,034
-214,800
-60% -$529K 0.11% 125
2026
Q1 		$896K Buy
356,834
+222,743
+166% +$572K 0.31% 97
2025
Q4 		$350K Buy
134,091
+47,741
+55% +$126K 0.11% 151
2025
Q3 		$231K Buy
86,350
+61,300
+245% +$164K 0.08% 138
2025
Q2 		$67.9K Buy
25,050
+4,680
+23% +$12.5K 0.02% 146
2025
Q1 		$54.8K Sell
20,370
-20,600
-50% -$55.4K 0.02% 153
2024
Q4 		$109K Sell
40,970
-135,128
-77% -$366K 0.04% 171
2024
Q3 		$479K Buy
176,098
+23,605
+15% +$64.3K 0.18% 115
2024
Q2 		$406K Buy
152,493
+35,757
+31% +$93.6K 0.16% 120
2024
Q1 		$311K Buy
116,736
+32,814
+39% +$89.6K 0.12% 130
2023
Q4 		$225K Buy
83,922
+20,887
+33% +$55.7K 0.09% 141
2023
Q3 		$169K Buy
+63,035
New +$172K 0.08% 147
2023
Q2 		– Sell
-32,000
Closed -$88.6K – 170
2023
Q1 		$88.6K Buy
+32,000
New +$90.5K 0.04% 151
2022
Q4 		– Sell
-16,000
Closed -$45K – 165
2022
Q3 		$45K Buy
+16,000
New +$46.7K 0.02% 154
2021
Q4 		– Sell
-145,826
Closed -$528K – 173
2021
Q3 		$528K Sell
145,826
-95,495
-40% -$353K 0.21% 107
2021
Q2 		$903K Buy
241,321
+139,997
+138% +$517K 0.33% 96
2021
Q1 		$377K Sell
101,324
-111,695
-52% -$419K 0.15% 136
2020
Q4 		$812K Buy
213,019
+58,234
+38% +$220K 0.34% 94
2020
Q3 		$577K Buy
+154,785
New +$593K 0.31% 92
2020
Q1 		– Sell
-167,422
Closed -$636K – 182
2019
Q4 		$636K Sell
167,422
-26,097
-13% -$98.5K 0.29% 85
2019
Q3 		$739K Buy
+193,519
New +$739K 0.38% 78
2019
Q2 		– Sell
-192,497
Closed -$731K – 137
2019
Q1 		$731K Buy
+192,497
New +$718K 0.37% 73
2018
Q3 		– Sell
-20,629
Closed -$80K – 131
2018
Q2 		$80K Buy
+20,629
New +$80K 0.04% 106
2018
Q1 		– Sell
-34,660
Closed -$144K – 128
2017
Q4 		$144K Buy
+34,660
New +$145K 0.07% 117
2017
Q2 		– Sell
-78,980
Closed -$340K – 124
2017
Q1 		$340K Buy
78,980
+2,064
+3% +$8.96K 0.19% 93
2016
Q4 		$342K Buy
+76,916
New +$338K 0.2% 91
2016
Q3 		– Sell
-112,200
Closed -$521K – 132
2016
Q2 		$521K Buy
112,200
+63,852
+132% +$294K 0.36% 74
2016
Q1 		$223K Buy
+48,348
New +$220K 0.16% 79
2015
Q2 		– Sell
-116,092
Closed -$565K – 135
2015
Q1 		$565K Buy
116,092
+35,000
+43% +$172K 0.35% 80
2014
Q4 		$388K Sell
81,092
-94,357
-54% -$470K 0.25% 94
2014
Q3 		$879K Buy
175,449
+152,965
+680% +$794K 0.57% 62
2014
Q2 		$119K Buy
22,484
+12,484
+125% +$66.3K 0.07% 147
2014
Q1 		$52K Sell
10,000
-20,390
-67% -$107K 0.03% 135
2013
Q4 		$157K Sell
30,390
-52,070
-63% -$271K 0.11% 147
2013
Q3 		$438K Sell
82,460
-113,241
-58% -$600K 0.32% 102
2013
Q2 		$1.13M Buy
+195,701
New +$1.19M 0.83% 43

Other funds holding MIN

FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $136M AUM
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Shaker Financial Services's MIN Position: Q2 2026 in Review

Shaker Financial Services reduced its Aberdeen Intermediate Income Fund (MIN) stake by 60% in Q2 2026, selling an estimated $529K and leaving 142,034 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #125.

Shaker Financial Services first reported a position in MIN in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.13M in Q2 2013. 24 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

  • Shaker Financial Services held 142,034 shares of Aberdeen Intermediate Income Fund worth $351K as of Q2 2026.
  • Shaker Financial Services sold 214,800 Aberdeen Intermediate Income Fund shares in Q2 2026, an estimated $529K.
  • Aberdeen Intermediate Income Fund made up 0.11% of Shaker Financial Services's portfolio in Q2 2026, its #125 holding.
  • Shaker Financial Services first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and has held it in 36 quarters since.
  • Shaker Financial Services's Aberdeen Intermediate Income Fund position peaked at $1.13M in Q2 2013.
  • 24 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.