New Jersey Better Educational Savings Trust’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

New Jersey Better Educational Savings Trust’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26M	Hold	507,693	–	–	41.9%	1
2026 Q1	$26M	Sell	507,693 -25,511	-5%	-$1.32M	42.7%	2
2025 Q4	$27.6M	Hold	533,204	–	–	46.99%	2
2025 Q3	$27.8M	Sell	533,204 -165,741	-24%	-$8.55M	47.2%	1
2025 Q2	$36M	Hold	698,945	–	–	92.32%	1
2025 Q1	$35.7M	Hold	698,945	–	–	68.92%	1
2024 Q4	$35.1M	Hold	698,945	–	–	67.53%	1
2024 Q3	$36.8M	Hold	698,945	–	–	69.49%	1
2024 Q2	$35.1M	Buy	+698,945	New	+$35M	70.23%	1

Other funds holding USIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

New Jersey Better Educational Savings Trust's USIG Position: Q2 2026 in Review

New Jersey Better Educational Savings Trust held its iShares Broad USD Investment Grade Corporate Bond ETF (USIG) position steady in Q2 2026 at 507,693 shares worth $26M. The position accounts for 41.9% of the portfolio, ranked #1.

New Jersey Better Educational Savings Trust first reported a position in USIG in Q2 2024 and has held it in 9 quarters since. The position peaked at $36.8M in Q3 2024. 464 funds tracked by Wall St. Rank hold USIG as of Q2 2026.

New Jersey Better Educational Savings Trust held 507,693 shares of iShares Broad USD Investment Grade Corporate Bond ETF worth $26M as of Q2 2026.
New Jersey Better Educational Savings Trust left its iShares Broad USD Investment Grade Corporate Bond ETF share count unchanged in Q2 2026.
iShares Broad USD Investment Grade Corporate Bond ETF made up 41.9% of New Jersey Better Educational Savings Trust's portfolio in Q2 2026, its #1 holding.
New Jersey Better Educational Savings Trust first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
New Jersey Better Educational Savings Trust's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $36.8M in Q3 2024.
464 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q2 2026.

Based on New Jersey Better Educational Savings Trust's 13F filing for Q2 2026, filed 23 Jul 2026.