Holder evidence
50
SEC ownership of Invesco Bond Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000005094.
Lead holder
FIRST TRUST PORTFOLIOS LP
13D/G signal
FIRST TRUST PORTFOLIOS LP
Latest evidence
31 Mar 2026
- Symbol
- VBF on NYSE
- SEC evidence mix
- 13D/G, 13F, and 3/4/5
- Lead holder
- FIRST TRUST PORTFOLIOS LP
- Latest large-stake holder
- FIRST TRUST PORTFOLIOS LP
- Latest evidence date
- 31 Mar 2026
- CIK
- 0000005094
- Location
- Atlanta, GA
Ownership snapshot
2 facts
Issuer identity
2 facts
Ownership snapshot
Top shareholders of Invesco Bond Fund (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Lead holder
FIRST TRUST PORTFOLIOS LP
13D/G signal
FIRST TRUST PORTFOLIOS LP
Evidence rows
50
Latest as of
31 Mar 2026
13D/G
13F
3/4/5
Lead comparable stake: 8.6%
13D/G row: FIRST TRUST PORTFOLIOS LP
Showing 1-8 of 50 holder rows.
Rank 1 holder
FIRST TRUST PORTFOLIOS LP
13D/G
- Ownership
- 8.6%
- Position
- $14.66M
Rank 2 holder
SIT INVESTMENT ASSOCIATES INC
13F
13D/G
- Ownership
- 5.9%
- Position
- $16.04M
Rank 3 holder
1607 Capital Partners, LLC
13F
- Ownership
- 3.2%
- Position
- $5.47M
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP |
13D/G
First Trust Portfolios L.P.
|
8.6%
|
$14,663,655
977,577 shares
|
-$7,743,180 | 31 Mar 2026 |
| SIT INVESTMENT ASSOCIATES INC |
13F
13D/G
Company
|
5.9%
from 13D/G
|
$16,036,000
1,069,082 shares
|
— | 31 Mar 2026 |
| 1607 Capital Partners, LLC |
13F
Company
|
3.2%
|
$5,468,400
364,560 shares
|
— | 31 Mar 2026 |
| Allspring Global Investments Holdings, LLC |
13F
Company
|
2.6%
|
$4,419,390
294,626 shares
|
— | 31 Mar 2026 |
| JONES FINANCIAL COMPANIES LLLP |
13F
Company
|
2.5%
|
$4,160,184
280,904 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
1.8%
|
$3,101,857
206,790 shares
|
— | 31 Mar 2026 |
| GUGGENHEIM CAPITAL LLC |
13F
Company
|
1.8%
|
$3,046,560
203,104 shares
|
— | 31 Mar 2026 |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC |
13F
Company
|
1.7%
|
$2,855,415
190,361 shares
|
— | 31 Mar 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 01 Jun 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-13 of 13 reporting-owner rows connected to Invesco Bond Fund. Open a relationship link for the CIK-to-CIK filing trail.
Rows
13
Lead holder
Matthew Brill
Net 12M change
$0
Latest report
02 Jan 2025
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Matthew Brill | Portfolio Manager | $59,746 | Mixed | 07 Dec 2021 | ||
| Todd Schomberg | Portfolio Manager | $43,920 | Filing P/S | 14 Nov 2022 | ||
| Tony Wong | Senior Vice President, Director | $3,660 | Mixed | 24 Mar 2023 | ||
| Carol Deckbar | Trustee | $0 | Mixed | 18 Jan 2024 | ||
| James P. Liddy | Trustee | $0 | Mixed | 18 Jan 2024 | ||
| Melanie Ringold | SVP, CLO and Secretary | Mixed | 01 Jan 2023 | |||
| Douglas J. Sharp | Trustee | Mixed | 18 Jan 2024 | |||
| Terry Vacheron | Chief Financial Officer | Mixed | 15 Mar 2022 | |||
| Edward J. Perkin | Trustee | Mixed | 02 Jan 2025 | |||
| Mark William Gregson | Chief Accounting Officer | Mixed | 15 Mar 2022 | |||
| James R. Bordewick Jr. | Senior Officer & SVP | Mixed | 01 Mar 2022 | |||
| Glenn Eugene Brightman | President & PEO | Mixed | 01 Oct 2023 | |||
| Stephanie Butcher | Senior Vice President | Mixed | 24 Mar 2023 |
Recent insider transactions for Invesco Bond Fund
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Reported value | Reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* indicates a reported price that failed the local validity check.