IFWM
VBF icon

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

LFIA
Legacy Financial Independent Advisors Louisville, Kentucky $213M AUM
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 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.

28 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.
  • 28 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.