Hills Bank & Trust’s Invesco BulletShares 2029 Municipal Bond ETF BSMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.2M	Buy	659,279 +26,163	+4%	+$608K	0.73%	27
2025 Q4	$14.7M	Buy	633,116 +61,687	+11%	+$1.43M	0.85%	27
2025 Q3	$13.2M	Sell	571,429 -39,179	-6%	-$898K	0.78%	29
2025 Q2	$13.9M	Buy	610,608 +289,878	+90%	+$6.55M	0.87%	29
2025 Q1	$7.29M	Buy	320,730 +11,380	+4%	+$261K	0.51%	41
2024 Q4	$7.1M	Buy	309,350 +47,285	+18%	+$1.09M	0.53%	42
2024 Q3	$6.1M	Buy	262,065 +20,529	+8%	+$476K	0.46%	48
2024 Q2	$5.53M	Buy	241,536 +4,789	+2%	+$110K	0.45%	48
2024 Q1	$5.5M	Buy	236,747 +532	+0.2%	+$12.4K	0.47%	48
2023 Q4	$5.55M	Buy	236,215 +131,171	+125%	+$2.96M	0.54%	45
2023 Q3	$2.32M	Buy	+105,044	New	+$2.39M	0.27%	70

Other funds holding BSMT

Elequin Capital New York $1.19B AUM 16.08% 1-Year Est. Return

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

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

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

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

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

Hills Bank & Trust increased its Invesco BulletShares 2029 Municipal Bond ETF (BSMT) stake by 4.1% in Q1 2026, buying an estimated $608K and bringing the position to 659,279 shares worth $15.2M. The position accounts for 0.73% of the portfolio, ranked #27.

Hills Bank & Trust first reported a position in BSMT in Q3 2023 and has held it in 11 quarters since. 115 funds tracked by Wall St. Rank hold BSMT as of Q1 2026.

Hills Bank & Trust held 659,279 shares of Invesco BulletShares 2029 Municipal Bond ETF worth $15.2M as of Q1 2026.
Hills Bank & Trust bought 26,163 Invesco BulletShares 2029 Municipal Bond ETF shares in Q1 2026, an estimated $608K.
Invesco BulletShares 2029 Municipal Bond ETF made up 0.73% of Hills Bank & Trust's portfolio in Q1 2026, its #27 holding.
Hills Bank & Trust first reported a position in Invesco BulletShares 2029 Municipal Bond ETF in Q3 2023 and has held it in 11 quarters since.
115 funds tracked by Wall St. Rank held Invesco BulletShares 2029 Municipal Bond ETF as of Q1 2026.

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