HBT

Hills Bank & Trust Portfolio holdings

AUM $1.59B
1-Year Est. Return 11.43%
This Quarter Est. Return
1 Year Est. Return
+11.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.59B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
318
New
Increased
Reduced
Closed

Top Buys

1
+$31.9M
2
+$8.98M
3
+$8.62M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.85M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.2M

Top Sells

1
+$4.79M
2
+$3.18M
3
+$864K
4
RWO icon
SPDR Dow Jones Global Real Estate ETF
RWO
+$720K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$672K

Sector Composition

1 Technology 10.61%
2 Financials 5.23%
3 Industrials 4.01%
4 Healthcare 3.11%
5 Consumer Discretionary 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$672B
$135M 8.48%
217,773
-455
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$180B
$116M 7.33%
2,040,018
+126,360
MDY icon
3
SPDR S&P MidCap 400 ETF Trust
MDY
$24.3B
$67.5M 4.25%
119,169
-1,187
SPMD icon
4
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.7B
$65M 4.1%
1,195,251
+586,903
FTRB icon
5
Federated Hermes Total Return Bond ETF
FTRB
$339M
$57.9M 3.65%
2,307,838
+343,359
BSCQ icon
6
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$52.9M 3.34%
2,711,978
+8,129
IBTF icon
7
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$50.9M 3.21%
2,178,749
-21,610
VWO icon
8
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$48.1M 3.03%
972,070
+74,707
BSCR icon
9
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$47.5M 2.99%
2,415,100
+6,055
BSCS icon
10
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$46.9M 2.96%
2,289,871
+2,897
BSCT icon
11
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$40.1M 2.53%
2,143,374
+57,966
NVDA icon
12
NVIDIA
NVDA
$4.53T
$38M 2.4%
240,622
-3,945
MSFT icon
13
Microsoft
MSFT
$3.89T
$37.5M 2.37%
75,469
-800
BSCU icon
14
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.92B
$35.9M 2.26%
2,140,405
+127,672
AAPL icon
15
Apple
AAPL
$3.9T
$26.6M 1.68%
129,566
-996
BND icon
16
Vanguard Total Bond Market
BND
$138B
$25.3M 1.6%
344,181
+9,564
SPYV icon
17
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.2B
$24.9M 1.57%
475,061
+150,057
GOOG icon
18
Alphabet (Google) Class C
GOOG
$3.15T
$21.8M 1.37%
122,729
-1,408
GUNR icon
19
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.26B
$21.8M 1.37%
542,269
-79,282
SPLG icon
20
SPDR Portfolio S&P 500 ETF
SPLG
$90B
$20.4M 1.28%
280,211
+123,497
PG icon
21
Procter & Gamble
PG
$357B
$18.5M 1.16%
115,977
-2,128
GII icon
22
SPDR S&P Global Infrastructure ETF
GII
$630M
$17.3M 1.09%
257,006
+14,554
JPM icon
23
JPMorgan Chase
JPM
$818B
$16.8M 1.06%
57,794
-401
JPIB icon
24
JPMorgan International Bond Opportunities ETF
JPIB
$1.19B
$16M 1.01%
328,375
+36,508
EFA icon
25
iShares MSCI EAFE ETF
EFA
$68.5B
$15.5M 0.98%
173,260
+1,814
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