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Commonwealth Equity Services’s
Invesco Bond Fund
VBF
Stock Holding History
Commonwealth Equity Services’s Portfolio
VBF Stock Details
VBF Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$184K
Buy
12,242
+16
+0.1%
+$244
﹤0.01%
4029
2025
Q4
$188K
Sell
12,226
-118
-1%
-$1.84K
﹤0.01%
3999
2025
Q3
$195K
Sell
12,344
-253
-2%
-$3.93K
﹤0.01%
3955
2025
Q2
$194K
Sell
12,597
-3,636
-22%
-$55.7K
﹤0.01%
3931
2025
Q1
$251K
Buy
16,233
+68
+0.4%
+$1.05K
﹤0.01%
3648
2024
Q4
$249K
Sell
16,165
-1,426
-8%
-$23K
﹤0.01%
3580
2024
Q3
$299K
Buy
17,591
+2,409
+16%
+$39.8K
﹤0.01%
3357
2024
Q2
$244K
Sell
15,182
-194
-1%
-$3.03K
﹤0.01%
3491
2024
Q1
$241K
Buy
15,376
+35
+0.2%
+$548
﹤0.01%
3479
2023
Q4
$233K
Buy
15,341
+1,073
+8%
+$15.9K
﹤0.01%
3388
2023
Q3
$206K
Buy
+14,268
New
+$211K
﹤0.01%
3358
Other funds holding VBF
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
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
LFIA
Legacy Financial Independent Advisors
Louisville, Kentucky
$192M AUM
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
WAM
Wolverine Asset Management
Chicago, Illinois
$6.41B AUM
4.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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