Farther Finance Advisors’s Invesco Bond Fund VBF Stock Holding History

Farther Finance 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
2026 Q2	$35.6K	Hold	2,350	–	–	﹤0.01%	3524
2026 Q1	$35.2K	Hold	2,350	–	–	﹤0.01%	3246
2025 Q4	$36.2K	Hold	2,350	–	–	﹤0.01%	3020
2025 Q3	$37.1K	Buy	+2,350	New	+$36.5K	﹤0.01%	2628
2024 Q4	–	Sell	-99	Closed	-$1.68K	–	4153
2024 Q3	$1.68K	Hold	99	–	–	﹤0.01%	3056
2024 Q2	$1.59K	Hold	99	–	–	﹤0.01%	2883
2024 Q1	$1.55K	Sell	99 -368	-79%	-$5.76K	﹤0.01%	2598
2023 Q4	$7.1K	Sell	467 -3	-0.6%	-$44	﹤0.01%	1785
2023 Q3	$6.8K	Hold	470	–	–	﹤0.01%	1413
2023 Q2	$6.99K	Hold	470	–	–	﹤0.01%	1309
2023 Q1	$7.24K	Hold	470	–	–	﹤0.01%	1222
2022 Q4	$7.37K	Buy	+470	New	+$7.1K	﹤0.01%	1050

Other funds holding VBF

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LFIA

Legacy Financial Independent Advisors Louisville, Kentucky $213M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Farther Finance Advisors's VBF Position: Q2 2026 in Review

Farther Finance Advisors held its Invesco Bond Fund (VBF) position steady in Q2 2026 at 2,350 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3524.

Farther Finance Advisors first reported a position in VBF in Q4 2022 and has held it in 12 quarters since. The position peaked at $37.1K in Q3 2025. 49 funds tracked by Wall St. Rank hold VBF as of Q2 2026.

Farther Finance Advisors held 2,350 shares of Invesco Bond Fund worth $35.6K as of Q2 2026.
Farther Finance Advisors left its Invesco Bond Fund share count unchanged in Q2 2026.
Invesco Bond Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3524 holding.
Farther Finance Advisors first reported a position in Invesco Bond Fund in Q4 2022 and has held it in 12 quarters since.
Farther Finance Advisors's Invesco Bond Fund position peaked at $37.1K in Q3 2025.
49 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.