2026 Q3 Portfolio Activity
In 2026 Q3, New Jersey Better Educational Savings Trust maintained a portfolio of 4 distinct positions.
Position History
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Total Positions
4
Quarter
2026 Q3
Top Holding
BND (41.5%)
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 Q3
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BND
VANGUARD BD IND...
|
ETF | 41.52% | 41.88% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
354,594 | $24,874,769 |
$71.22
+0.2%
|
2025 Q3 | 13F Filing | 2026-09-30 | 2026-11-02 | ||
|
USIG
ISHARES TR
|
ETF | 41.28% | 41.90% |
#2
1
Prev: #1
|
6.5 |
—
|
no change | no change |
P
S
|
507,693 | $24,729,727 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 8.60% | 8.12% |
#3
Prev: #3
|
5.4 |
—
|
no change | no change |
P
S
|
57,427 | $5,154,648 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 | |||
|
IVV
ISHARES TR
|
ETF | 8.60% | 8.10% |
#4
Prev: #4
|
4.9 |
—
|
no change | no change |
P
S
|
6,724 | $5,149,575 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-11-02 |
Showing 1-4 of 4 holdings