Dakota Wealth Management
Position in MIN — Aberdeen Intermediate Income Fund
CIK 1631353
PALM BEACH GARDENS, FL
Position in MIN
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$181,598
+$23,432 QoQ
Shares Held
72,350
+19.4% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MIN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Dakota Wealth Management holds $55,787,124 across 53 Asset Management names. MIN ranks #45 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
237,065 | $8,401,583 | |
| 2 | MHD |
Blackrock Muniholdings Fund, Inc.
|
520,267 | $5,868,611 | |
| 3 | BLK |
BlackRock, Inc.
|
5,985 | $5,755,834 | |
| 4 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
166,660 | $3,783,182 | |
| 5 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
261,830 | $2,723,032 | |
| 6 | EIM |
Eaton Vance Municipal Bond Fund
|
200,960 | $1,963,379 | |
| 7 | PFG |
Principal Financial Group Inc
|
21,367 | $1,925,380 | |
| 8 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
144,652 | $1,520,292 |
All Filings in MIN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $181,598 | 72,350 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $158,166 | 60,600 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $162,408 | 60,600 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $177,648 | 65,553 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $176,337 | 65,553 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $190,722 | 71,700 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $195,024 | 71,700 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $190,722 | 71,700 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $110,589 | 41,575 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $102,577 | 38,275 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $102,577 | 38,275 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $104,873 | 38,275 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $84,415 | 30,475 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $84,111 | 30,475 | Shares | Other | 2023-02-08 | |
| 2021-06-30 | $183,540 | 49,075 | Shares | Other | 2021-08-02 | |
| 2021-03-31 | $276,768 | 74,400 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $283,464 | 74,400 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $277,512 | 74,400 | Shares | Other | 2020-11-04 | |
| 2020-06-30 | $275,280 | 74,400 | Shares | Other | 2020-08-07 | |
| 2020-03-31 | $267,840 | 74,400 | Shares | Other | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||