Mather Group
VBF icon

Mather Group’s Invesco Bond Fund VBF Stock Holding History

Mather Group’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
Q3 		$1.42K Hold
100
– – ﹤0.01% 2110
2026
Q2 		$1.52K Hold
100
– – ﹤0.01% 1763
2026
Q1 		$1.5K Buy
+100
New +$1.53K ﹤0.01% 1731

Other funds holding VBF

WealthBridge Capital Management
WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Arkfeld Wealth Strategies
Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Princeton Global Asset Management
Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return

Mather Group's VBF Position: Q3 2026 in Review

Mather Group held its Invesco Bond Fund (VBF) position steady in Q3 2026 at 100 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #2110.

Mather Group first reported a position in VBF in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.52K in Q2 2026. 10 funds tracked by Wall St. Rank hold VBF as of Q3 2026.

  • Mather Group held 100 shares of Invesco Bond Fund worth $1.42K as of Q3 2026.
  • Mather Group left its Invesco Bond Fund share count unchanged in Q3 2026.
  • Invesco Bond Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2110 holding.
  • Mather Group first reported a position in Invesco Bond Fund in Q1 2026 and has held it in 3 quarters since.
  • Mather Group's Invesco Bond Fund position peaked at $1.52K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.