Institute for Wealth Management’s Invesco Bond Fund VBF Stock Holding History

Institute for 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
2026 Q2	$11.4K	Buy	+750	New	+$11.3K	﹤0.01%	1294

Other funds holding VBF

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

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

Institute for Wealth Management's VBF Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Bond Fund (VBF) in Q2 2026: 750 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #1294 among its holdings.

49 funds tracked by Wall St. Rank hold VBF as of Q2 2026.

Institute for Wealth Management held 750 shares of Invesco Bond Fund worth $11.4K as of Q2 2026.
Invesco Bond Fund was a new Institute for Wealth Management position in Q2 2026.
Invesco Bond Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1294 holding.
49 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.