HBT

Hills Bank & Trust Portfolio holdings

AUM $1.7B
1-Year Est. Return 10.88%
This Quarter Est. Return
1 Year Est. Return
+10.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Sells

1 +$27.2M
2 +$15.1M
3 +$6.74M
4
USB icon
US Bancorp
USB
+$4.31M
5
ANSS
Ansys
ANSS
+$2.96M

Sector Composition

1 Technology 10.56%
2 Financials 4.66%
3 Industrials 3.89%
4 Healthcare 3.08%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$701B
$144M 8.46%
215,873
-1,900
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$189B
$132M 7.77%
2,203,893
+163,875
SPMD icon
3
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.1B
$71.8M 4.22%
1,255,132
+59,881
MDY icon
4
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$71.3M 4.2%
119,611
+442
FTRB icon
5
Federated Hermes Total Return Bond ETF
FTRB
$348M
$64.3M 3.78%
2,530,627
+222,789
VWO icon
6
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$57.7M 3.4%
1,065,047
+92,977
BSCQ icon
7
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.28B
$54.9M 3.23%
2,805,426
+93,448
BSCR icon
8
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.35B
$49.3M 2.9%
2,502,599
+87,499
BSCS icon
9
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.06B
$48.6M 2.86%
2,361,679
+71,808
NVDA icon
10
NVIDIA
NVDA
$4.29T
$43.9M 2.59%
235,455
-5,167
BSCT icon
11
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.48B
$42.5M 2.5%
2,256,782
+113,408
BSCU icon
12
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.12B
$40.1M 2.36%
2,373,130
+232,725
MSFT icon
13
Microsoft
MSFT
$3.56T
$38.4M 2.26%
74,129
-1,340
BSCV icon
14
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.42B
$33.1M 1.94%
1,981,503
+1,836,456
AAPL icon
15
Apple
AAPL
$4.12T
$32.6M 1.92%
127,979
-1,587
SPYV icon
16
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.5B
$32.4M 1.9%
584,785
+109,724
GOOG icon
17
Alphabet (Google) Class C
GOOG
$3.75T
$29.2M 1.72%
119,839
-2,890
SPYM
18
State Street SPDR Portfolio S&P 500 ETF
SPYM
$97.6B
$27.8M 1.64%
355,489
+75,278
BND icon
19
Vanguard Total Bond Market
BND
$144B
$26.5M 1.56%
355,740
+11,559
GII icon
20
SPDR S&P Global Infrastructure ETF
GII
$661M
$24.6M 1.45%
353,472
+96,466
GUNR icon
21
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.71B
$24M 1.41%
547,226
+4,957
IBTF icon
22
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.57B
$23.7M 1.39%
1,013,478
-1,165,271
JPIB icon
23
JPMorgan International Bond Opportunities ETF
JPIB
$1.43B
$18.3M 1.08%
372,800
+44,425
JPM icon
24
JPMorgan Chase
JPM
$865B
$18M 1.06%
57,074
-720
FAST icon
25
Fastenal
FAST
$48.2B
$17.7M 1.04%
360,154
-7,375