Stephens Inc’s Aberdeen Intermediate Income Fund MIN Stock Holding History

Stephens Inc’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	$317K	Hold	128,255	–	–	﹤0.01%	1049
2026 Q1	$322K	Buy	128,255 +4,000	+3%	+$10.3K	﹤0.01%	1011
2025 Q4	$324K	Buy	124,255 +4,000	+3%	+$10.5K	﹤0.01%	1007
2025 Q3	$322K	Buy	120,255 +16,500	+16%	+$44.2K	﹤0.01%	1015
2025 Q2	$281K	Sell	103,755 -12,000	-10%	-$32.1K	﹤0.01%	1038
2025 Q1	$311K	Sell	115,755 -3,800	-3%	-$10.2K	﹤0.01%	976
2024 Q4	$318K	Buy	119,555 +4,000	+3%	+$10.8K	﹤0.01%	994
2024 Q3	$314K	Hold	115,555	–	–	﹤0.01%	1003
2024 Q2	$307K	Buy	115,555 +1,500	+1%	+$3.93K	﹤0.01%	996
2024 Q1	$303K	Sell	114,055 -14,000	-11%	-$38.2K	﹤0.01%	1003
2023 Q4	$343K	Sell	128,055 -2,500	-2%	-$6.67K	0.01%	888
2023 Q3	$350K	Sell	130,555 -1,000	-0.8%	-$2.72K	0.01%	855
2023 Q2	$360K	Buy	131,555 +1,250	+1%	+$3.48K	0.01%	858
2023 Q1	$361K	Hold	130,305	–	–	0.01%	815
2022 Q4	$360K	Buy	130,305 +10,000	+8%	+$27.9K	0.01%	805
2022 Q3	$338K	Buy	120,305 +30,000	+33%	+$87.6K	0.01%	850
2022 Q2	$268K	Hold	90,305	–	–	0.01%	962
2022 Q1	$284K	Buy	90,305 +16,000	+22%	+$52.8K	﹤0.01%	1034
2021 Q4	$267K	Buy	74,305 +3,000	+4%	+$10.8K	﹤0.01%	1093
2021 Q3	$258K	Hold	71,305	–	–	﹤0.01%	1104
2021 Q2	$267K	Hold	71,305	–	–	﹤0.01%	1087
2021 Q1	$265K	Buy	71,305 +1,000	+1%	+$3.75K	﹤0.01%	1056
2020 Q4	$268K	Buy	70,305 +2,340	+3%	+$8.82K	﹤0.01%	977
2020 Q3	$254K	Buy	67,965 +6,500	+11%	+$24.9K	0.01%	940
2020 Q2	$227K	Buy	61,465 +4,260	+7%	+$16K	﹤0.01%	930
2020 Q1	$206K	Buy	57,205 +12,500	+28%	+$46.8K	0.01%	883
2019 Q4	$170K	Buy	44,705 +5,500	+14%	+$20.8K	﹤0.01%	1024
2019 Q3	$150K	Buy	39,205 +1,100	+3%	+$4.2K	﹤0.01%	1071
2019 Q2	$147K	Sell	38,105 -800	-2%	-$3.02K	﹤0.01%	1105
2019 Q1	$148K	Buy	38,905 +3,000	+8%	+$11.2K	﹤0.01%	1094
2018 Q4	$132K	Buy	35,905 +1,000	+3%	+$3.69K	﹤0.01%	1032
2018 Q3	$131K	Hold	34,905	–	–	﹤0.01%	1098
2018 Q2	$135K	Buy	+34,905	New	+$135K	﹤0.01%	834

Other funds holding MIN

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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 Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Inc's MIN Position: Q2 2026 in Review

Stephens Inc held its Aberdeen Intermediate Income Fund (MIN) position steady in Q2 2026 at 128,255 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

Stephens Inc first reported a position in MIN in Q2 2018 and has held it in 33 quarters since. The position peaked at $361K in Q1 2023. 81 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

Stephens Inc held 128,255 shares of Aberdeen Intermediate Income Fund worth $317K as of Q2 2026.
Stephens Inc left its Aberdeen Intermediate Income Fund share count unchanged in Q2 2026.
Aberdeen Intermediate Income Fund made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1049 holding.
Stephens Inc first reported a position in Aberdeen Intermediate Income Fund in Q2 2018 and has held it in 33 quarters since.
Stephens Inc's Aberdeen Intermediate Income Fund position peaked at $361K in Q1 2023.
81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.