TWM
MIN

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
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 $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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return