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JFS Wealth Advisors’s Invesco Bond Fund VBF Stock Holding History

JFS Wealth 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 		$819 Buy
+54
New +$811 ﹤0.01% 1856

Other funds holding VBF

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Jones Financial Companies
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
GC
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
LFIA
Legacy Financial Independent Advisors Louisville, Kentucky $213M AUM
Wells Fargo
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JFS Wealth Advisors's VBF Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Invesco Bond Fund (VBF) in Q2 2026: 54 shares worth $819. The stake represents ﹤0.01% of the portfolio and ranks #1856 among its holdings.

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

  • JFS Wealth Advisors held 54 shares of Invesco Bond Fund worth $819 as of Q2 2026.
  • Invesco Bond Fund was a new JFS Wealth Advisors position in Q2 2026.
  • Invesco Bond Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1856 holding.
  • 49 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.