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Legacy Financial Independent Advisors’s Invesco Bond Fund VBF Stock Holding History

Legacy Financial Independent 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 		$2.61M Sell
172,032
-18,329
-10% -$275K 1.23% 30
2026
Q1 		$2.86M Buy
+190,361
New +$2.91M 1.49% 26

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
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
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return

Legacy Financial Independent Advisors's VBF Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Invesco Bond Fund (VBF) stake by 9.6% in Q2 2026, selling an estimated $275K and leaving 172,032 shares worth $2.61M. The position accounts for 1.23% of the portfolio, ranked #30.

Legacy Financial Independent Advisors first reported a position in VBF in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.86M in Q1 2026. 49 funds tracked by Wall St. Rank hold VBF as of Q2 2026.

  • Legacy Financial Independent Advisors held 172,032 shares of Invesco Bond Fund worth $2.61M as of Q2 2026.
  • Legacy Financial Independent Advisors sold 18,329 Invesco Bond Fund shares in Q2 2026, an estimated $275K.
  • Invesco Bond Fund made up 1.23% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #30 holding.
  • Legacy Financial Independent Advisors first reported a position in Invesco Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Invesco Bond Fund position peaked at $2.86M in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.