The Analysis of New Jersey Better Educational Savings Trust's Holdings & P&L

Currently, New Jersey Better Educational Savings Trust holds 4 types of securities in its portfolio with a total value $60.9M. In the most recent quarter, they have increased their positions in SPYM (+57.4K shares, valued at $4.4M), IVV (+6.7K shares, valued at $4.4M); decreased their positions in BND (-18.8K shares, valued at $1.4M), USIG (-25.5K shares, valued at $1.3M); initiated new positions in SPYM (+57.4K shares, valued at $4.4M), IVV (+6.7K shares, valued at $4.4M).

1M P&L

+15.1K+0.02%

3M P&L

-539.7K-0.86%

HY P&L

-138.3K-0.22%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A60.9M

100.0%

Top Industries by Stock Count

1N/A4 stocks

100.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS354.6K shares-5.03%2026-03-312026-04-30

USIG ISHARES TR507.7K shares-4.78%2026-03-312026-04-30

SPYM SPDR SERIES TRUST57.4K sharesnew addition2026-03-312026-04-30

IVV ISHARES TR6.7K sharesnew addition2026-03-312026-04-30

BND

VANGUARD BD INDEX FDS

-5.03%

Shares354.6K

Event2026-03-31

Filed2026-04-30

USIG

ISHARES TR

-4.78%

Shares507.7K

Event2026-03-31

Filed2026-04-30

SPYM

SPDR SERIES TRUST

New

Shares57.4K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

New

Shares6.7K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available