Comparable stake leader
SIT INVESTMENT ASSOCIATES INC
SEC ownership of Invesco Bond Fund
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000005094.
Disclosed value leader
SIT INVESTMENT ASSOCIATES INC
Comparable rows
49/50
Latest evidence
29 May 2026
- Public ticker
- VBF on NYSE
- Parsed ownership sources
-
13D/G, 13F, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
SIT INVESTMENT ASSOCIATES INC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
49 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
SIT INVESTMENT ASSOCIATES INC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
29 May 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000005094
- Issuer location
- Atlanta, GA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
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.
Comparable stake leader
SIT INVESTMENT ASSOCIATES...
Disclosed value leader
SIT INVESTMENT ASSOCIATES...
Comparable rows
49/50
Latest evidence
29 May 2026
13D/G
13F
3/4/5
Lead comparable stake: 11%
1 rows are not safely comparable across share classes.
13D/G row: SIT INVESTMENT ASSOCIATES INC
Showing 1-8 of 50 holder rows.
Quick read
SIT INVESTMENT ASSOCIATES INC leads the comparable SEC ownership view at 11%.
49 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens SIT INVESTMENT ASSOCIATES INC's linked filing trail.
Comparable ownership
Top 5
SIT INVESTMENT ASSOCIATES INC
11%
FIRST TRUST PORTFOLIOS LP
8.6%
1607 Capital Partners, LLC
3.2%
Allspring Global Investments Hold...
2.6%
JONES FINANCIAL COMPANIES LLLP
2.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC |
13D/G
13F
Company
|
11%
|
$19,120,230
1,274,682 shares
|
+$9,064,560 | 29 May 2026 |
| 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 |
| 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 20 Jul 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
Largest Forms 3/4/5 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 | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||
* marks a reported price that did not pass the local price check.