Hills Bank & Trust’s Invesco BulletShares 2027 Municipal Bond ETF BSMR Stock Holding History

Hills Bank & Trust’s Portfolio BSMR Stock Details BSMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.22M	Sell	178,708 -51,707	-22%	-$1.22M	0.18%	70
2026 Q1	$5.45M	Buy	230,415 +23,849	+12%	+$566K	0.26%	51
2025 Q4	$4.89M	Buy	206,566 +83,937	+68%	+$1.99M	0.28%	55
2025 Q3	$2.9M	Buy	122,629 +44,218	+56%	+$1.04M	0.17%	77
2025 Q2	$1.84M	Buy	78,411 +50	+0.1%	+$1.17K	0.12%	107
2025 Q1	$1.85M	Buy	78,361 +48,240	+160%	+$1.14M	0.13%	104
2024 Q4	$711K	Buy	+30,121	New	+$714K	0.05%	160

Other funds holding BSMR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Hills Bank & Trust's BSMR Position: Q2 2026 in Review

Hills Bank & Trust reduced its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 22% in Q2 2026, selling an estimated $1.22M and leaving 178,708 shares worth $4.22M. The position accounts for 0.18% of the portfolio, ranked #70.

Hills Bank & Trust first reported a position in BSMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.45M in Q1 2026. 145 funds tracked by Wall St. Rank hold BSMR as of Q2 2026.

Hills Bank & Trust held 178,708 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $4.22M as of Q2 2026.
Hills Bank & Trust sold 51,707 Invesco BulletShares 2027 Municipal Bond ETF shares in Q2 2026, an estimated $1.22M.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.18% of Hills Bank & Trust's portfolio in Q2 2026, its #70 holding.
Hills Bank & Trust first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and has held it in 7 quarters since.
Hills Bank & Trust's Invesco BulletShares 2027 Municipal Bond ETF position peaked at $5.45M in Q1 2026.
145 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q2 2026.

Based on Hills Bank & Trust's 13F filing for Q2 2026, filed 10 Aug 2026.