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 Q3	–	Sell	-23,672	Closed	-$351K	–	156
2026 Q2	$351K	Sell	23,672 -35,800	-60%	-$529K	0.11%	125
2026 Q1	$896K	Buy	59,472 +37,123	+166%	+$572K	0.31%	97
2025 Q4	$350K	Buy	22,349 +7,957	+55%	+$126K	0.11%	151
2025 Q3	$231K	Buy	14,392 +10,217	+245%	+$164K	0.08%	138
2025 Q2	$67.9K	Buy	4,175 +780	+23%	+$12.5K	0.02%	146
2025 Q1	$54.8K	Sell	3,395 -3,433	-50%	-$55.4K	0.02%	153
2024 Q4	$109K	Sell	6,828 -22,522	-77%	-$366K	0.04%	171
2024 Q3	$479K	Buy	29,350 +3,934	+15%	+$64.3K	0.18%	115
2024 Q2	$406K	Buy	25,416 +5,960	+31%	+$93.6K	0.16%	120
2024 Q1	$311K	Buy	19,456 +5,469	+39%	+$89.6K	0.12%	130
2023 Q4	$225K	Buy	13,987 +3,481	+33%	+$55.7K	0.09%	141
2023 Q3	$169K	Buy	+10,506	New	+$172K	0.08%	147
2023 Q2	–	Sell	-5,333	Closed	-$88.6K	–	170
2023 Q1	$88.6K	Buy	+5,333	New	+$90.5K	0.04%	151
2022 Q4	–	Sell	-2,667	Closed	-$45K	–	165
2022 Q3	$45K	Buy	+2,667	New	+$46.7K	0.02%	154
2021 Q4	–	Sell	-24,304	Closed	-$528K	–	173
2021 Q3	$528K	Sell	24,304 -15,916	-40%	-$353K	0.21%	107
2021 Q2	$903K	Buy	40,220 +23,333	+138%	+$517K	0.33%	96
2021 Q1	$377K	Sell	16,887 -18,616	-52%	-$419K	0.15%	136
2020 Q4	$812K	Buy	35,503 +9,705	+38%	+$219K	0.34%	94
2020 Q3	$577K	Buy	+25,798	New	+$593K	0.31%	92
2020 Q1	–	Sell	-27,904	Closed	-$636K	–	182
2019 Q4	$636K	Sell	27,904 -4,349	-13%	-$98.5K	0.29%	85
2019 Q3	$739K	Buy	+32,253	New	+$739K	0.38%	78
2019 Q2	–	Sell	-32,083	Closed	-$731K	–	137
2019 Q1	$731K	Buy	+32,083	New	+$718K	0.37%	73
2018 Q3	–	Sell	-3,438	Closed	-$80K	–	131
2018 Q2	$80K	Buy	+3,438	New	+$79.9K	0.04%	106
2018 Q1	–	Sell	-5,777	Closed	-$144K	–	128
2017 Q4	$144K	Buy	+5,777	New	+$145K	0.07%	117
2017 Q2	–	Sell	-13,163	Closed	-$340K	–	124
2017 Q1	$340K	Buy	13,163 +344	+3%	+$8.96K	0.19%	93
2016 Q4	$342K	Buy	+12,819	New	+$338K	0.2%	91
2016 Q3	–	Sell	-18,700	Closed	-$521K	–	132
2016 Q2	$521K	Buy	18,700 +10,642	+132%	+$294K	0.36%	74
2016 Q1	$223K	Buy	+8,058	New	+$220K	0.16%	79
2015 Q2	–	Sell	-19,349	Closed	-$565K	–	135
2015 Q1	$565K	Buy	19,349 +5,834	+43%	+$172K	0.35%	80
2014 Q4	$388K	Sell	13,515 -15,727	-54%	-$470K	0.25%	94
2014 Q3	$879K	Buy	29,242 +25,495	+680%	+$794K	0.57%	62
2014 Q2	$119K	Buy	3,747 +2,080	+125%	+$66.3K	0.07%	147
2014 Q1	$52K	Sell	1,667 -3,398	-67%	-$107K	0.03%	135
2013 Q4	$157K	Sell	5,065 -8,678	-63%	-$271K	0.11%	147
2013 Q3	$438K	Sell	13,743 -18,874	-58%	-$600K	0.32%	102
2013 Q2	$1.12M	Buy	+32,617	New	+$1.19M	0.83%	43

Other funds holding MIN

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

TWML

Todd Wealth Management, LLC Venice, Florida $131M AUM 28.18% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Wealth Quarterback Toms River, New Jersey $328M AUM 29.65% 1-Year Est. Return

Rossmore Private Capital Glastonbury, Connecticut $1.31B AUM 25.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Shaker Financial Services's MIN Position: Q3 2026 in Review

Shaker Financial Services sold out of Aberdeen Intermediate Income Fund (MIN) in Q3 2026, closing a stake of 23,672 shares — an estimated $351K sold.

Shaker Financial Services first reported a position in MIN in Q2 2013 and held it in 36 quarters. The position peaked at $1.12M in Q2 2013. 12 funds tracked by Wall St. Rank hold MIN as of Q3 2026.

Shaker Financial Services reported no remaining Aberdeen Intermediate Income Fund position as of Q3 2026 after selling out during the quarter.
Shaker Financial Services sold 23,672 Aberdeen Intermediate Income Fund shares in Q3 2026, an estimated $351K.
Shaker Financial Services first reported a position in Aberdeen Intermediate Income Fund in Q2 2013 and held it in 36 quarters.
Shaker Financial Services's Aberdeen Intermediate Income Fund position peaked at $1.12M in Q2 2013.
12 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.