Wolverine Asset Management’s Invesco Bond Fund VBF Stock Holding History

Wolverine 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 Q1	$2.1M	Buy	139,892 +45,886	+49%	+$701K	0.02%	560
2025 Q4	$1.45M	Buy	94,006 +19,191	+26%	+$299K	0.01%	688
2025 Q3	$1.18M	Buy	74,815 +9,488	+15%	+$147K	0.01%	695
2025 Q2	$1.01M	Sell	65,327 -2,672	-4%	-$41K	0.01%	717
2025 Q1	$1.05M	Buy	67,999 +45,276	+199%	+$702K	0.01%	674
2024 Q4	$351K	Buy	+22,723	New	+$366K	﹤0.01%	930
2024 Q1	–	Sell	-7,523	Closed	-$114K	–	1898
2023 Q4	$114K	Sell	7,523 -50,803	-87%	-$752K	﹤0.01%	1116
2023 Q3	$844K	Buy	58,326 +33,358	+134%	+$494K	0.01%	758
2023 Q2	$372K	Buy	+24,968	New	+$381K	﹤0.01%	902
2021 Q3	–	Sell	-22,363	Closed	-$464K	–	2375
2021 Q2	$464K	Buy	22,363 +1,010	+5%	+$20.1K	﹤0.01%	931
2021 Q1	$426K	Buy	+21,353	New	+$428K	﹤0.01%	974
2020 Q2	–	Sell	-8,297	Closed	-$146K	–	1790
2020 Q1	$146K	Buy	+8,297	New	+$162K	﹤0.01%	974
2019 Q3	–	Sell	-645	Closed	-$12K	–	1631
2019 Q2	$12K	Buy	+645	New	+$11.9K	﹤0.01%	1303
2018 Q4	–	Sell	-71,489	Closed	-$1.26M	–	1771
2018 Q3	$1.26M	Sell	71,489 -16,076	-18%	-$285K	0.01%	727
2018 Q2	$1.57M	Buy	87,565 +20,005	+30%	+$355K	0.02%	619
2018 Q1	$1.21M	Buy	+67,560	New	+$1.27M	0.02%	699
2014 Q1	–	Sell	-52,460	Closed	-$928K	–	2794
2013 Q4	$928K	Sell	52,460 -78,092	-60%	-$1.39M	0.02%	545
2013 Q3	$2.29M	Buy	130,552 +28,940	+28%	+$509K	0.05%	298
2013 Q2	$1.86M	Buy	+101,612	New	+$1.97M	0.05%	317

Other funds holding VBF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LFIA

Legacy Financial Independent Advisors Louisville, Kentucky $192M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WCM

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

Wolverine Asset Management's VBF Position: Q1 2026 in Review

Wolverine Asset Management increased its Invesco Bond Fund (VBF) stake by 49% in Q1 2026, buying an estimated $701K and bringing the position to 139,892 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #560.

Wolverine Asset Management first reported a position in VBF in Q2 2013 and has held it in 19 quarters since. The position peaked at $2.29M in Q3 2013. 48 funds tracked by Wall St. Rank hold VBF as of Q1 2026.

Wolverine Asset Management held 139,892 shares of Invesco Bond Fund worth $2.1M as of Q1 2026.
Wolverine Asset Management bought 45,886 Invesco Bond Fund shares in Q1 2026, an estimated $701K.
Invesco Bond Fund made up 0.02% of Wolverine Asset Management's portfolio in Q1 2026, its #560 holding.
Wolverine Asset Management first reported a position in Invesco Bond Fund in Q2 2013 and has held it in 19 quarters since.
Wolverine Asset Management's Invesco Bond Fund position peaked at $2.29M in Q3 2013.
48 funds tracked by Wall St. Rank held Invesco Bond Fund as of Q1 2026.

Based on Wolverine Asset Management's 13F filing for Q1 2026, filed 4 May 2026.