WealthBridge Capital Management’s Aberdeen Municipal Income Fund MFM Stock Holding History

WealthBridge Capital Management’s Portfolio MFM Stock Details MFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,700	Closed	-$63.1K	–	214
2025 Q3	$63.1K	Sell	11,700 -1,300	-10%	-$6.74K	0.01%	212
2025 Q2	$67.2K	Hold	13,000	–	–	0.02%	210
2025 Q1	$68.9K	Hold	13,000	–	–	0.02%	201
2024 Q4	$69.5K	Hold	13,000	–	–	0.02%	199
2024 Q3	$74.4K	Hold	13,000	–	–	0.02%	210
2024 Q2	$71K	Hold	13,000	–	–	0.02%	187
2024 Q1	$69.8K	Hold	13,000	–	–	0.02%	192
2023 Q4	$67.2K	Hold	13,000	–	–	0.03%	181
2023 Q3	$59.1K	Hold	13,000	–	–	0.02%	176
2023 Q2	$66.3K	Hold	13,000	–	–	0.03%	181
2023 Q1	$69.4K	Hold	13,000	–	–	0.03%	190
2022 Q4	$67.3K	Sell	13,000 -29,400	-69%	-$146K	0.03%	195
2022 Q3	$231K	Hold	42,400	–	–	0.1%	174
2022 Q2	$231K	Buy	42,400 +8,400	+25%	+$47.1K	0.1%	174
2022 Q1	$208K	Hold	34,000	–	–	0.08%	178
2021 Q4	$238K	Hold	34,000	–	–	0.09%	153
2021 Q3	$238K	Hold	34,000	–	–	0.09%	150
2021 Q2	$243K	Hold	34,000	–	–	0.09%	145
2021 Q1	$232K	Hold	34,000	–	–	0.09%	138
2020 Q4	$227K	Hold	34,000	–	–	0.1%	130
2020 Q3	$219K	Hold	34,000	–	–	0.11%	120
2020 Q2	$212K	Hold	34,000	–	–	0.12%	113
2020 Q1	$217K	Sell	34,000 -8,900	-21%	-$61.4K	0.15%	104
2019 Q4	$303K	Buy	42,900 +15,657	+57%	+$110K	0.2%	92
2019 Q3	$192K	Buy	27,243 +5,243	+24%	+$36.9K	0.14%	112
2019 Q2	$135K	Sell	22,000 -3,843	-15%	-$26.5K	0.12%	105
2019 Q1	$178K	Buy	25,843 +3,843	+17%	+$25.7K	0.11%	118
2018 Q4	$135K	Buy	+22,000	New	+$138K	0.1%	137

Other funds holding MFM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return

WealthBridge Capital Management's MFM Position: Q4 2025 in Review

WealthBridge Capital Management sold out of Aberdeen Municipal Income Fund (MFM) in Q4 2025, closing a stake of 11,700 shares — an estimated $63.1K sold.

WealthBridge Capital Management first reported a position in MFM in Q4 2018 and held it in 28 quarters. The position peaked at $303K in Q4 2019. 92 funds tracked by Wall St. Rank hold MFM as of Q4 2025.

WealthBridge Capital Management reported no remaining Aberdeen Municipal Income Fund position as of Q4 2025 after selling out during the quarter.
WealthBridge Capital Management sold 11,700 Aberdeen Municipal Income Fund shares in Q4 2025, an estimated $63.1K.
WealthBridge Capital Management first reported a position in Aberdeen Municipal Income Fund in Q4 2018 and held it in 28 quarters.
WealthBridge Capital Management's Aberdeen Municipal Income Fund position peaked at $303K in Q4 2019.
92 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q4 2025.

Based on WealthBridge Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.