New Jersey Better Educational Savings Trust BND VANGUARD BD INDEX FDS

Ownership history in New Jersey Better Educational Savings Trust  ·  3 quarters on record

AI Ownership Summary

New Jersey Better Educational Savings Trust reported VANGUARD BD INDEX FDS (BND) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 47.08% in 2025 Q4. The latest visible filing shows BND at 42.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BND ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Jersey Better Educational Savings Trust's position in VANGUARD BD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BND was reported at 42.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
47.08% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How New Jersey Better Educational Savings Trust held BND — position size vs. price
% of Fund (quarterly)    BND price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5.0% +1.1% 354,594 -18,771 -5.0% 42.87% $26.1M 2026-04-30 $72.77
2025 Q4 UNCHANGED 373,365 0% 47.08% $27.7M 2026-01-29 $72.81
2025 Q3 INITIATED 373,365 47.07% $27.8M 2025-11-07 $72.40

FAQ About New Jersey Better Educational Savings Trust and BND

These are the practical questions this page is built to answer before you even open the full history table.

How long has New Jersey Better Educational Savings Trust reported owning BND?

New Jersey Better Educational Savings Trust reported BND across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported BND position in New Jersey Better Educational Savings Trust's portfolio?

The largest reported portfolio weight for BND was 47.08% in 2025 Q4.

What is the latest reported BND position on this page?

The most recent filing on this page is 2026 Q1, when New Jersey Better Educational Savings Trust reported 354,594 shares, equal to 42.87% of portfolio, with an estimated market value of $26.1M.

What does the chart on this BND ownership page compare?

The chart compares New Jersey Better Educational Savings Trust's quarterly BND portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to New Jersey Better Educational Savings Trust Holdings