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Scarborough Advisors’s Invesco Bond Fund VBF Stock Holding History

Scarborough 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
2024
Q3 		– Sell
-104
Closed – – 425
2024
Q2 		$0 Hold
104
– – ﹤0.01% 462
2024
Q1 		$0 Hold
104
– – ﹤0.01% 719
2023
Q4 		$0 Buy
+104
New +$1.54K ﹤0.01% 733

Other funds holding VBF

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Scarborough Advisors's VBF Position: Q3 2024 in Review

Scarborough Advisors sold out of Invesco Bond Fund (VBF) in Q3 2024, closing a stake of 104 shares.

Scarborough Advisors first reported a position in VBF in Q4 2023 and held it in 3 quarters. The position peaked at $0 in Q2 2024. 42 funds tracked by Wall St. Rank hold VBF as of Q3 2024.

  • Scarborough Advisors reported no remaining Invesco Bond Fund position as of Q3 2024 after selling out during the quarter.
  • Scarborough Advisors sold 104 Invesco Bond Fund shares in Q3 2024.
  • Scarborough Advisors first reported a position in Invesco Bond Fund in Q4 2023 and held it in 3 quarters.
  • Scarborough Advisors's Invesco Bond Fund position peaked at $0 in Q2 2024.
  • 42 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q3 2024.

Based on Scarborough Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.