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Gilliland Jeter Wealth Management’s Invesco Bond Fund VBF Stock Holding History

Gilliland Jeter Wealth Management’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
2024
Q4 		– Sell
-600
Closed -$10.2K – 614
2024
Q3 		$10.2K Hold
600
– – ﹤0.01% 451
2024
Q2 		$9.62K Hold
600
– – ﹤0.01% 449
2024
Q1 		$9.39K Buy
+600
New +$9.39K ﹤0.01% 439

Other funds holding VBF

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gilliland Jeter Wealth Management's VBF Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Invesco Bond Fund (VBF) in Q4 2024, closing a stake of 600 shares — an estimated $10.2K sold.

Gilliland Jeter Wealth Management first reported a position in VBF in Q1 2024 and held it in 3 quarters. The position peaked at $10.2K in Q3 2024. 43 funds tracked by Wall St. Rank hold VBF as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Invesco Bond Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 600 Invesco Bond Fund shares in Q4 2024, an estimated $10.2K.
  • Gilliland Jeter Wealth Management first reported a position in Invesco Bond Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Invesco Bond Fund position peaked at $10.2K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.