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HBT

Hills Bank & Trust Portfolio holdings

AUM $2.07B
1-Year Est. Return 13.46%
This Fund
S&P 500
This Quarter Est. Return
+6.94%
1 Year Est. Return
+13.46%
3 Year Est. Return
+47.48%
5 Year Est. Return
+61.32%
10 Year Est. Return
+236.61%
AUM
$1.59B
AUM Growth
+$166M
Cap. Flow
+$79.9M
Cap. Flow %
5.03%
Top 10 Hldgs %
43.33%
Holding
318
New
19
Increased
94
Reduced
145
Closed
5

Top Buys

Rank Stock Value
1
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$30.2M
2
FTRB icon
Federated Hermes Total Return Bond ETF
FTRB
+$8.55M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$8.3M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$7.5M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$6.77M

Top Sells

Rank Stock Value
1
BSMU icon
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
+$4.76M
2
GUNR icon
FlexShares Global Upstream Natural Resources Index Fund
GUNR
+$3.06M
3
USB icon
US Bancorp
USB
+$803K
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$710K
5
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$637K

Sector Composition

Rank Sector Weight
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
HHH icon
226
Howard Hughes
HHH
$4.08B
$298K 0.02%
4,421
– –
LMT icon
227
Lockheed Martin
LMT
$135B
$293K 0.02%
633
+23
+4% +$10.8K
ESML icon
228
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$290K 0.02%
7,028
– –
IBTG icon
229
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
$290K 0.02%
12,633
+437
+4% +$10K
SUB icon
230
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$287K 0.02%
2,702
– –
URI icon
231
United Rentals
URI
$72.7B
$284K 0.02%
377
– –
TSLA icon
232
Tesla
TSLA
$1.29T
$283K 0.02%
+890
New +$268K
TRMB icon
233
Trimble
TRMB
$13.8B
$282K 0.02%
3,710
-297
-7% -$20K
VTEB icon
234
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$275K 0.02%
5,614
-9,275
-62% -$453K
POOL icon
235
Pool Corp
POOL
$7.54B
$271K 0.02%
930
– –
EFIV icon
236
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
$263K 0.02%
4,487
+1,301
+41% +$70.5K
DFAC icon
237
Dimensional US Core Equity 2 ETF
DFAC
$49.4B
$262K 0.02%
7,311
– –
ROK icon
238
Rockwell Automation
ROK
$49.2B
$261K 0.02%
787
+70
+10% +$19.9K
XOEX
239
Xtrackers S&P 100 Ex Top 20 ETF
XOEX
$237M
$258K 0.02%
7,860
+1,784
+29% +$55.7K
MO icon
240
Altria Group
MO
$114B
$258K 0.02%
4,399
-508
-10% -$29.8K
IBTH icon
241
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.27B
$250K 0.02%
11,136
+395
+4% +$8.85K
DOV icon
242
Dover
DOV
$28.5B
$247K 0.02%
1,350
-10
-0.7% -$1.74K
EBAY icon
243
eBay
EBAY
$49.9B
$244K 0.02%
3,283
-101
-3% -$7.16K
IVE icon
244
iShares S&P 500 Value ETF
IVE
$49.8B
$240K 0.02%
1,230
-109
-8% -$20.3K
DGX icon
245
Quest Diagnostics
DGX
$26.3B
$239K 0.02%
1,331
– –
DVY icon
246
iShares Select Dividend ETF
DVY
$23.6B
$231K 0.01%
1,739
-131
-7% -$17K
QQQ icon
247
Invesco QQQ Trust
QQQ
$483B
$228K 0.01%
414
+2
+0.5% +$995
AGG icon
248
iShares Core US Aggregate Bond ETF
AGG
$138B
$226K 0.01%
2,281
+41
+2% +$4.02K
MRK icon
249
Merck
MRK
$317B
$221K 0.01%
2,789
-47
-2% -$3.74K
FTV icon
250
Fortive
FTV
$18.7B
$219K 0.01%
4,194
-1,451
-26% -$76K
8 9
10
11 12

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WFMPM
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Hills Bank & Trust's Q2 2025 Portfolio in Review

As of Q2 2025, Hills Bank & Trust held 318 positions worth $1.59B, up 12% from $1.42B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Hills Bank & Trust deployed $79.9M of net new capital in Q2 2025, opening 19 new positions and adding to 94 existing holdings. Its largest new stake was iShares Global REIT ETF: 108,843 shares worth $2.69M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was Invesco BulletShares 2030 Municipal Bond ETF, an estimated $4.76M trimmed.

  • Hills Bank & Trust's largest Q2 2025 buy was iShares Global REIT ETF: 108,843 shares worth $2.69M.
  • Hills Bank & Trust added most to State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q2 2025, an estimated $30.2M increase.
  • Hills Bank & Trust's biggest Q2 2025 reduction was Invesco BulletShares 2030 Municipal Bond ETF, cutting an estimated $4.76M.
  • Hills Bank & Trust fully exited Zoetis in Q2 2025, selling an estimated $426K.
  • Hills Bank & Trust's ten largest holdings make up 43% of its $1.59B portfolio in Q2 2025.
  • Hills Bank & Trust opened 19 new positions and closed 5 in Q2 2025.
  • Hills Bank & Trust's portfolio value rose 12% quarter-over-quarter to $1.59B.

Based on Hills Bank & Trust's 13F filing for Q2 2025, filed 5 Aug 2025.