PGAM
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Princeton Global Asset Management’s Invesco Bond Fund VBF Stock Holding History

Princeton Global Asset 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 		$4.32K Sell
285
-250
-47% -$3.75K ﹤0.01% 684
2026
Q1 		$8.03K Sell
535
-65
-11% -$993 ﹤0.01% 614
2025
Q4 		$9.25K Hold
600
– – ﹤0.01% 594
2025
Q3 		$9.47K Hold
600
– – ﹤0.01% 541
2025
Q2 		$9.26K Buy
+600
New +$9.2K ﹤0.01% 538

Other funds holding VBF

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Princeton Global Asset Management's VBF Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Invesco Bond Fund (VBF) stake by 47% in Q2 2026, selling an estimated $3.75K and leaving 285 shares worth $4.32K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Princeton Global Asset Management first reported a position in VBF in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.47K in Q3 2025. 6 funds tracked by Wall St. Rank hold VBF as of Q2 2026.

  • Princeton Global Asset Management held 285 shares of Invesco Bond Fund worth $4.32K as of Q2 2026.
  • Princeton Global Asset Management sold 250 Invesco Bond Fund shares in Q2 2026, an estimated $3.75K.
  • Invesco Bond Fund made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #684 holding.
  • Princeton Global Asset Management first reported a position in Invesco Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Princeton Global Asset Management's Invesco Bond Fund position peaked at $9.47K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.