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

Tolleson 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	$337K	Buy	136,417 +6,791	+5%	+$16.7K	0.05%	79
2026 Q1	$325K	Hold	129,626	–	–	0.05%	78
2025 Q4	$338K	Hold	129,626	–	–	0.05%	75
2025 Q3	$347K	Hold	129,626	–	–	0.05%	71
2025 Q2	$351K	Hold	129,626	–	–	0.06%	67
2025 Q1	$349K	Hold	129,626	–	–	0.07%	67
2024 Q4	$345K	Hold	129,626	–	–	0.07%	72
2024 Q3	$353K	Sell	129,626 -3,909	-3%	-$10.6K	0.07%	66
2024 Q2	$355K	Buy	133,535 +2,699	+2%	+$7.07K	0.07%	66
2024 Q1	$348K	Hold	130,836	–	–	0.07%	69
2023 Q4	$351K	Buy	+130,836	New	+$349K	0.07%	69

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

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

Tolleson Wealth Management increased its Aberdeen Intermediate Income Fund (MIN) stake by 5.2% in Q2 2026, buying an estimated $16.7K and bringing the position to 136,417 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #79.

Tolleson Wealth Management first reported a position in MIN in Q4 2023 and has held it in 11 quarters since. The position peaked at $355K in Q2 2024. 81 funds tracked by Wall St. Rank hold MIN as of Q2 2026.

Tolleson Wealth Management held 136,417 shares of Aberdeen Intermediate Income Fund worth $337K as of Q2 2026.
Tolleson Wealth Management bought 6,791 Aberdeen Intermediate Income Fund shares in Q2 2026, an estimated $16.7K.
Aberdeen Intermediate Income Fund made up 0.05% of Tolleson Wealth Management's portfolio in Q2 2026, its #79 holding.
Tolleson Wealth Management first reported a position in Aberdeen Intermediate Income Fund in Q4 2023 and has held it in 11 quarters since.
Tolleson Wealth Management's Aberdeen Intermediate Income Fund position peaked at $355K in Q2 2024.
81 funds tracked by Wall St. Rank held Aberdeen Intermediate Income Fund as of Q2 2026.

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