Quick Takeaways
- VBF - Invesco Bond Fund has 13 insiders with reported activity on this page.
- No net insider buy/sell flow is currently reported for the last year.
- Recent transaction rows are not currently available.
Insider buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 14 Apr 2025.
$0
Shares: 0
Insiders: 0
$0
Shares: 0
Insiders: 0
$0
Shares: 0
Insiders: 0
| Window (months) | Buy shares | Sell shares | Buy $ | Sell $ | Net $ |
|---|---|---|---|---|---|
| 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 |
| 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 |
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP |
13D/G
|
First Trust Portfolios L.P. |
13%
|
1,493,789
|
$23,019,288 | -$6,200,583 | 31 Dec 2025 | |
| SIT INVESTMENT ASSOCIATES INC |
13F
13D/G
|
Company |
5.9%
from 13D/G
|
919,298
|
$14,166,000 | — | 31 Dec 2025 | |
| JONES FINANCIAL COMPANIES LLLP |
13F
|
Company |
2.2%
|
248,720
|
$3,832,780 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.8%
|
205,026
|
$3,159,452 | — | 31 Dec 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
1.7%
|
195,123
|
$3,006,845 | — | 31 Dec 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
1.5%
|
176,873
|
$2,725,613 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
1.4%
|
161,274
|
$2,485,241 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
1.4%
|
156,392
|
$2,410,001 | — | 31 Dec 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
1.3%
|
149,362
|
$2,301,668 | — | 31 Dec 2025 | |
| WealthBridge Capital Management, LLC |
13F
|
Company |
1.2%
|
132,414
|
$2,040,498 | — | 31 Dec 2025 | |
| ProVise Management Group, LLC |
13F
|
Company |
1.1%
|
120,073
|
$1,850,325 | — | 31 Dec 2025 | |
| Fiera Capital Corp |
13F
|
Company |
0.95%
|
108,368
|
$1,669,951 | — | 31 Dec 2025 | |
| WOLVERINE ASSET MANAGEMENT LLC |
13F
|
Company |
0.82%
|
94,006
|
$1,448,632 | — | 31 Dec 2025 | |
| Hennion & Walsh Asset Management, Inc. |
13F
|
Company |
0.67%
|
76,556
|
$1,179,728 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.62%
|
70,949
|
$1,093,317 | — | 31 Dec 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.61%
|
70,162
|
$1,081,196 | — | 31 Dec 2025 | |
| StoneX Group Inc. |
13F
|
Company |
0.5%
|
56,797
|
$875,236 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.45%
|
51,830
|
$798,700 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.44%
|
50,164
|
$773,027 | — | 31 Dec 2025 | |
| MELFA WEALTH MANAGEMENT, INC. |
13F
|
Company |
0.31%
|
35,964
|
$554,210 | — | 31 Dec 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.31%
|
35,545
|
$548,000 | — | 31 Dec 2025 | |
| RIVERBRIDGE PARTNERS LLC |
13F
|
Company |
0.27%
|
30,637
|
$472,115 | — | 31 Dec 2025 | |
| Janney Montgomery Scott LLC |
13F
|
Company |
0.24%
|
26,887
|
$414,000 | — | 31 Dec 2025 | |
| OAK HARBOR WEALTH PARTNERS, LLC |
13F
|
Company |
0.23%
|
26,514
|
$408,581 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.21%
|
23,908
|
$368,429 | — | 31 Dec 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0.21%
|
23,510
|
$362,274 | — | 31 Dec 2025 | |
| Ethos Financial Group, LLC |
13F
|
Company |
0.2%
|
22,551
|
$347,511 | — | 31 Dec 2025 | |
| UHLMANN PRICE SECURITIES, LLC |
13F
|
Company |
0.17%
|
18,914
|
$291,425 | — | 31 Dec 2025 | |
| Uncommon Cents Investing LLC |
13F
|
Company |
0.17%
|
18,910
|
$291,403 | — | 31 Dec 2025 | |
| LPL Financial LLC |
13F
|
Company |
0.11%
|
12,457
|
$191,963 | — | 31 Dec 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
0.11%
|
12,226
|
$188,400 | — | 31 Dec 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.1%
|
10,896
|
$167,908 | — | 31 Dec 2025 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.09%
|
10,717
|
$165,149 | — | 31 Dec 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.09%
|
10,600
|
$163,346 | — | 31 Dec 2025 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.04%
|
4,635
|
$71,425 | — | 31 Dec 2025 | |
| Matthew Brill |
3/4/5
|
Portfolio Manager |
—
class O/S missing
|
4,081
|
$59,746 | — | 07 Dec 2021 | |
| Todd Schomberg |
3/4/5
|
Portfolio Manager |
—
class O/S missing
|
3,000
|
$43,920 | — | 14 Nov 2022 | |
| Farther Finance Advisors, LLC |
13F
|
Company |
0.02%
|
2,350
|
$36,214 | — | 31 Dec 2025 | |
| Citizens National Bank Trust Department |
13F
|
Company |
0.01%
|
1,700
|
$26,197 | — | 31 Dec 2025 | |
| Noble Wealth Management PBC |
13F
|
Company |
0.01%
|
1,700
|
$26,197 | — | 31 Dec 2025 | |
| COMERICA BANK |
13F
|
Company |
0.01%
|
1,538
|
$23,701 | — | 31 Dec 2025 | |
| HANTZ FINANCIAL SERVICES, INC. |
13F
|
Company |
0.01%
|
1,363
|
$21,000 | — | 31 Dec 2025 | |
| MAI Capital Management |
13F
|
Company |
0.01%
|
1,354
|
$20,866 | — | 31 Dec 2025 | |
| Annis Gardner Whiting Capital Advisors, LLC |
13F
|
Company |
0.01%
|
1,015
|
$15,642 | — | 31 Dec 2025 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
0.01%
|
1,000
|
$15,410 | — | 31 Dec 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.01%
|
900
|
$13,869 | — | 31 Dec 2025 | |
| Princeton Global Asset Management LLC |
13F
|
Company |
0.01%
|
600
|
$9,246 | — | 31 Dec 2025 | |
| PNC FINANCIAL SERVICES GROUP, INC. |
13F
|
Company |
0%
|
513
|
$7,903 | — | 31 Dec 2025 | |
| IFP Advisors, Inc |
13F
|
Company |
0%
|
500
|
$7,705 | — | 31 Dec 2025 | |
| PFS Partners, LLC |
13F
|
Company |
0%
|
360
|
$5,551 | — | 31 Dec 2025 |
Showing up to 300 most recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||