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Arkadios Wealth Advisors’s Invesco Bond Fund VBF Stock Holding History

Arkadios Wealth Advisors’s Portfolio VBF Stock Details VBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-64
Closed -$1K – 1728
2021
Q3 		$1K Sell
64
-486
-88% -$10.1K ﹤0.01% 1837
2021
Q2 		$11K Buy
550
+443
+414% +$8.8K ﹤0.01% 1514
2021
Q1 		$2K Sell
107
-43
-29% -$862 ﹤0.01% 1551
2020
Q4 		$3K Buy
+150
New +$3.05K ﹤0.01% 1224

Other funds holding VBF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arkadios Wealth Advisors's VBF Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco Bond Fund (VBF) in Q4 2021, closing a stake of 64 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in VBF in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q2 2021. 37 funds tracked by Wall St. Rank hold VBF as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Invesco Bond Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 64 Invesco Bond Fund shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in Invesco Bond Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Invesco Bond Fund position peaked at $11K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.