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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

KFI

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hills Bank & Trust's BSMR Position: Q1 2026 in Review

Hills Bank & Trust increased its Invesco BulletShares 2027 Municipal Bond ETF (BSMR) stake by 12% in Q1 2026, buying an estimated $566K and bringing the position to 230,415 shares worth $5.45M. The position accounts for 0.26% of the portfolio, ranked #51.

Hills Bank & Trust first reported a position in BSMR in Q4 2024 and has held it in 6 quarters since. 142 funds tracked by Wall St. Rank hold BSMR as of Q1 2026.

Hills Bank & Trust held 230,415 shares of Invesco BulletShares 2027 Municipal Bond ETF worth $5.45M as of Q1 2026.
Hills Bank & Trust bought 23,849 Invesco BulletShares 2027 Municipal Bond ETF shares in Q1 2026, an estimated $566K.
Invesco BulletShares 2027 Municipal Bond ETF made up 0.26% of Hills Bank & Trust's portfolio in Q1 2026, its #51 holding.
Hills Bank & Trust first reported a position in Invesco BulletShares 2027 Municipal Bond ETF in Q4 2024 and has held it in 6 quarters since.
142 funds tracked by Wall St. Rank held Invesco BulletShares 2027 Municipal Bond ETF as of Q1 2026.

Based on Hills Bank & Trust's 13F filing for Q1 2026, filed 1 May 2026.