2026 Q2 Portfolio Activity
In 2026 Q2, New Jersey Better Educational Savings Trust maintained a portfolio of 4 distinct positions.
Position History
hover any row below to update
Loading…
Total Positions
4
Quarter
2026 Q2
Top Holding
USIG (41.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-4 of 4
New Jersey Better Educational Savings Trust Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
USIG
ISHARES TR
|
ETF | 41.90% | 42.70% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
507,693 | $26,039,573 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
BND
VANGUARD BD IND...
|
ETF | 41.88% | 42.87% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
354,594 | $26,030,746 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 8.12% | 7.22% |
#3
Prev: #3
|
5.2 |
—
|
no change | no change |
P
S
|
57,427 | $5,046,686 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 | |||
|
IVV
ISHARES TR
|
ETF | 8.10% | 7.21% |
#4
Prev: #4
|
4.7 |
—
|
no change | no change |
P
S
|
6,724 | $5,035,536 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-23 |
Showing 1-4 of 4 holdings