WealthBridge Capital Management’s Invesco Bond Fund VBF Stock Holding History

WealthBridge Capital 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	$1.9M	Sell	125,586 -5,466	-4%	-$82.1K	0.38%	49
2026 Q1	$1.97M	Sell	131,052 -1,362	-1%	-$20.8K	0.45%	48
2025 Q4	$2.04M	Sell	132,414 -5,284	-4%	-$82.4K	0.46%	46
2025 Q3	$2.17M	Buy	137,698 +7,430	+6%	+$115K	0.51%	44
2025 Q2	$2.01M	Buy	130,268 +1,729	+1%	+$26.5K	0.51%	44
2025 Q1	$1.99M	Buy	128,539 +12,497	+11%	+$194K	0.56%	42
2024 Q4	$1.79M	Buy	116,042 +22,284	+24%	+$359K	0.5%	46
2024 Q3	$1.59M	Buy	93,758 +27,407	+41%	+$453K	0.46%	49
2024 Q2	$1.06M	Buy	66,351 +29,791	+81%	+$466K	0.35%	58
2024 Q1	$572K	Buy	36,560 +20,355	+126%	+$319K	0.19%	88
2023 Q4	$246K	Buy	+16,205	New	+$240K	0.09%	144

Other funds holding VBF

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LFIA

Legacy Financial Independent Advisors Louisville, Kentucky $213M AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthBridge Capital Management's VBF Position: Q2 2026 in Review

WealthBridge Capital Management reduced its Invesco Bond Fund (VBF) stake by 4.2% in Q2 2026, selling an estimated $82.1K and leaving 125,586 shares worth $1.9M. The position accounts for 0.38% of the portfolio, ranked #49.

WealthBridge Capital Management first reported a position in VBF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.17M in Q3 2025. 49 funds tracked by Wall St. Rank hold VBF as of Q2 2026.

WealthBridge Capital Management held 125,586 shares of Invesco Bond Fund worth $1.9M as of Q2 2026.
WealthBridge Capital Management sold 5,466 Invesco Bond Fund shares in Q2 2026, an estimated $82.1K.
Invesco Bond Fund made up 0.38% of WealthBridge Capital Management's portfolio in Q2 2026, its #49 holding.
WealthBridge Capital Management first reported a position in Invesco Bond Fund in Q4 2023 and has held it in 11 quarters since.
WealthBridge Capital Management's Invesco Bond Fund position peaked at $2.17M in Q3 2025.
49 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.