HBT

Hills Bank & Trust Portfolio holdings

AUM $1.72B
1-Year Est. Return 13.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.61M
3
+$4.4M
4
BSMU icon
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
+$4.13M
5
FTRB icon
Federated Hermes Total Return Bond ETF
FTRB
+$2.74M

Top Sells

1
+$23.7M
2
+$7.78M
3
+$2.28M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.13M
5
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$1.86M

Sector Composition

1 Technology 9.99%
2 Financials 4.54%
3 Industrials 3.47%
4 Healthcare 3.08%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$668B
$146M 8.49%
214,243
-1,630
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$206B
$139M 8.09%
2,226,081
+22,188
SPMD icon
3
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.7B
$74.1M 4.31%
1,278,725
+23,593
MDY icon
4
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24B
$70.9M 4.12%
117,586
-2,025
FTRB icon
5
Federated Hermes Total Return Bond ETF
FTRB
$463M
$67M 3.89%
2,638,018
+107,391
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$112B
$58.3M 3.39%
1,083,679
+18,632
BSCQ icon
7
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.12B
$55.3M 3.21%
2,823,812
+18,386
BSCR icon
8
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
$49.9M 2.9%
2,527,006
+24,407
BSCS icon
9
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.39B
$49.2M 2.86%
2,386,712
+25,033
BSCT icon
10
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.82B
$43.8M 2.55%
2,326,988
+70,206
NVDA icon
11
NVIDIA
NVDA
$4.45T
$43.4M 2.52%
232,454
-3,001
BSCU icon
12
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.45B
$42.1M 2.45%
2,485,698
+112,568
BSCV icon
13
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.63B
$39.9M 2.32%
2,389,461
+407,958
GOOG icon
14
Alphabet (Google) Class C
GOOG
$3.68T
$37M 2.15%
117,883
-1,956
MSFT icon
15
Microsoft
MSFT
$2.97T
$35.9M 2.09%
74,302
+173
AAPL icon
16
Apple
AAPL
$3.71T
$34.8M 2.02%
127,964
-15
SPYV icon
17
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.9B
$34.1M 1.98%
600,786
+16,001
SPYM
18
State Street SPDR Portfolio S&P 500 ETF
SPYM
$105B
$33M 1.92%
410,873
+55,384
BND icon
19
Vanguard Total Bond Market
BND
$151B
$26.1M 1.52%
352,268
-3,472
GII icon
20
State Street SPDR S&P Global Infrastructure ETF
GII
$806M
$26.1M 1.51%
373,381
+19,909
GUNR icon
21
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.32B
$24.9M 1.45%
543,984
-3,242
JPIB icon
22
JPMorgan International Bond Opportunities ETF
JPIB
$1.77B
$18.9M 1.1%
388,022
+15,222
JPM icon
23
JPMorgan Chase
JPM
$772B
$18M 1.04%
55,773
-1,301
AMZN icon
24
Amazon
AMZN
$2.27T
$15.9M 0.92%
68,883
-113
EFA icon
25
iShares MSCI EAFE ETF
EFA
$72.4B
$15.4M 0.9%
160,540
-12,615
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