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
Q1 		$7.53K Hold
3,000
– – ﹤0.01% 973
2025
Q4 		$7.83K Buy
+3,000
New +$7.91K ﹤0.01% 897

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

SHP Wealth Management's MIN Position: Q1 2026 in Review

SHP Wealth Management held its Aberdeen Intermediate Income Fund (MIN) position steady in Q1 2026 at 3,000 shares worth $7.53K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

SHP Wealth Management first reported a position in MIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.83K in Q4 2025. 85 funds tracked by Wall St. Rank hold MIN as of Q1 2026.

  • SHP Wealth Management held 3,000 shares of Aberdeen Intermediate Income Fund worth $7.53K as of Q1 2026.
  • SHP Wealth Management left its Aberdeen Intermediate Income Fund share count unchanged in Q1 2026.
  • Aberdeen Intermediate Income Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #973 holding.
  • SHP Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Aberdeen Intermediate Income Fund position peaked at $7.83K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.