Invesco Bond Fund
Total Trades
1
Buys
1
Sells
0
Largest Trade
$15K–$50K
Insiders
1
Institutional Funds
41
Inst. Value
$1M+
Activist Filings
18
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Schomberg Todd | Insider | BUY | $15K–$50K | 2K | $14.64 | Nov 16, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 41 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 919K | $1M+ | SH |
| MORGAN STANLEY | 205K | $1M+ | SH |
| Allspring Global Investments Holdings, LLC | 195K | $1M+ | SH |
| WealthBridge Capital Management, LLC | 132K | $1M+ | SH |
| ProVise Management Group, LLC | 120K | $1M+ | SH |
| WELLS FARGO & COMPANY/MN | 112K | $1M+ | SH |
| Fiera Capital Corp | 108K | $1M+ | SH |
| WOLVERINE ASSET MANAGEMENT LLC | 94K | $1M+ | SH |
| Hennion & Walsh Asset Management, Inc. | 77K | $1M+ | SH |
| CITIGROUP INC | 70K | $1M+ | SH |
| StoneX Group Inc. | 57K | $500K+ | SH |
| UBS Group AG | 50K | $500K+ | SH |
| RAYMOND JAMES FINANCIAL INC | 38K | $500K+ | SH |
| MELFA WEALTH MANAGEMENT, INC. | 36K | $500K+ | SH |
| RIVERBRIDGE PARTNERS LLC | 31K | $100K–$500K | SH |
| Janney Montgomery Scott LLC | 27K | $100K–$500K | SH |
| OAK HARBOR WEALTH PARTNERS, LLC | 27K | $100K–$500K | SH |
| Ethos Financial Group, LLC | 23K | $100K–$500K | SH |
| UHLMANN PRICE SECURITIES, LLC | 19K | $100K–$500K | SH |
| Uncommon Cents Investing LLC | 19K | $100K–$500K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Jan 14, 2026
13.1%
1.5M shares
SC 13G/A · Oct 17, 2025
16.6%
1.9M shares
Sit Investment Associates, Inc.
SC 13G · Oct 2, 2025
5.9%
670K shares
SC 13G/A · Apr 16, 2025
20.2%
2.3M shares
SC 13G/A · Jan 17, 2025
22.6%
2.6M shares
SC 13G/A · Nov 14, 2024
0.0%
0 shares
SC 13G/A · Oct 7, 2024
24.3%
2.8M shares
Sit Investment Associates, Inc.
SC 13G/A · Aug 14, 2024
3.9%
440K shares
SC 13G/A · Jul 12, 2024
19.0%
2.2M shares
SC 13G/A · Jun 7, 2024
17.6%
2.0M shares
Sit Investment Associates, Inc. 41-1404829
SC 13G · Apr 4, 2024
6.5%
739K shares
SC 13G/A · Jan 17, 2024
11.7%
1.3M shares
SC 13G · Feb 14, 2023
7.0%
802K shares
Sit Investment Associates, Inc. 41-1404829
SC 13G/A · Feb 10, 2023
9.6%
1.1M shares
SC 13G/A · Jan 27, 2023
11.2%
1.3M shares
SC 13G/A · Sep 9, 2022
13.3%
1.5M shares
Sit Investment Associates, Inc. 41-1404829
SC 13G · Feb 10, 2022
6.3%
717K shares
SC 13G/A · Jan 14, 2022
19.5%
2.2M shares