SWM
MIN

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

SHP 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 		$6.45K Sell
435
-65
-13% -$960 ﹤0.01% 1101
2026
Q1 		$7.53K Hold
500
– – ﹤0.01% 973
2025
Q4 		$7.83K Buy
+500
New +$7.91K ﹤0.01% 897

Other funds holding MIN

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Ameriprise
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
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SHP Wealth Management reduced its Aberdeen Intermediate Income Fund (MIN) stake by 13% in Q2 2026, selling an estimated $960 and leaving 435 shares worth $6.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1101.

SHP Wealth Management first reported a position in MIN in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.83K in Q4 2025. 82 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

  • SHP Wealth Management held 435 shares of Aberdeen Intermediate Income Fund worth $6.45K as of Q2 2026.
  • SHP Wealth Management sold 65 Aberdeen Intermediate Income Fund shares in Q2 2026, an estimated $960.
  • Aberdeen Intermediate Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1101 holding.
  • SHP Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Aberdeen Intermediate Income Fund position peaked at $7.83K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.