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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
+5.23%
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
$1.7B
AUM Growth
+$113M
Cap. Flow
+$38.9M
Cap. Flow %
2.29%
Top 10 Hldgs %
43.4%
Holding
329
New
16
Increased
82
Reduced
145
Closed
6

Top Buys

Rank Stock Value
1
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$30.5M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$9.55M
3
GII icon
State Street SPDR S&P Global Infrastructure ETF
GII
+$6.58M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$5.91M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.68M

Top Sells

Rank Stock Value
1
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$27.2M
2
GQRE icon
FlexShares Global Quality Real Estate Index Fund
GQRE
+$14.9M
3
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$6.6M
4
USB icon
US Bancorp
USB
+$4.22M
5
ANSS
Ansys
ANSS
+$2.96M

Sector Composition

Rank Sector Weight
1 Technology 10.56%
2 Financials 4.66%
3 Industrials 3.89%
4 Healthcare 3.08%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
URI icon
226
United Rentals
URI
$72.4B
$360K 0.02%
377
– –
MMM icon
227
3M
MMM
$94.3B
$353K 0.02%
2,273
– –
VIG icon
228
Vanguard Dividend Appreciation ETF
VIG
$114B
$336K 0.02%
1,558
-329
-17% -$69.1K
UBER icon
229
Uber
UBER
$153B
$329K 0.02%
3,358
– –
XLP icon
230
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$326K 0.02%
4,163
-3,011
-42% -$243K
PBE icon
231
Invesco Biotechnology & Genome ETF
PBE
$292M
$325K 0.02%
4,647
-240
-5% -$16.2K
ESML icon
232
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
$323K 0.02%
7,174
+146
+2% +$6.34K
CLX icon
233
Clorox
CLX
$12.7B
$313K 0.02%
2,542
-313
-11% -$38.8K
IBTG icon
234
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
$311K 0.02%
13,542
+909
+7% +$20.8K
TEAM icon
235
Atlassian
TEAM
$37.8B
$305K 0.02%
1,911
+124
+7% +$22.4K
TRMB icon
236
Trimble
TRMB
$13.9B
$303K 0.02%
3,710
– –
MO icon
237
Altria Group
MO
$114B
$291K 0.02%
4,399
– –
EBAY icon
238
eBay
EBAY
$49.8B
$290K 0.02%
3,193
-90
-3% -$7.96K
LMT icon
239
Lockheed Martin
LMT
$136B
$289K 0.02%
578
-55
-9% -$25K
SUB icon
240
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$289K 0.02%
2,702
– –
POOL icon
241
Pool Corp
POOL
$7.5B
$288K 0.02%
930
– –
IBMT
242
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$129M
$285K 0.02%
+11,021
New +$282K
VTEB icon
243
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.3B
$281K 0.02%
5,614
– –
DFAC icon
244
Dimensional US Core Equity 2 ETF
DFAC
$49.4B
$277K 0.02%
7,176
-135
-2% -$5.04K
VRSK icon
245
Verisk Analytics
VRSK
$25B
$276K 0.02%
1,097
-10
-0.9% -$2.75K
ROK icon
246
Rockwell Automation
ROK
$49B
$275K 0.02%
787
– –
IBTH icon
247
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.27B
$271K 0.02%
12,023
+887
+8% +$19.9K
COP icon
248
ConocoPhillips
COP
$141B
$254K 0.01%
2,682
-2,868
-52% -$271K
FEDM icon
249
FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
FEDM
$81.2M
$249K 0.01%
4,347
+1,843
+74% +$103K
DGX icon
250
Quest Diagnostics
DGX
$26.3B
$248K 0.01%
1,299
-32
-2% -$5.68K
8 9
10
11 12

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SW
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AG
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WFMPM
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Hills Bank & Trust's Q3 2025 Portfolio in Review

As of Q3 2025, Hills Bank & Trust held 329 positions worth $1.7B, up 7.1% from $1.59B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Hills Bank & Trust's Q3 2025 filing shows 16 new, 82 increased, 145 reduced and 6 closed positions. Its largest new stake was Fidelity Nasdaq Composite Index ETF: 19,000 shares worth $1.69M. The largest sale was iShares iBonds Dec 2025 Term Treasury ETF, an estimated $27.2M.

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

  • Hills Bank & Trust's largest Q3 2025 buy was Fidelity Nasdaq Composite Index ETF: 19,000 shares worth $1.69M.
  • Hills Bank & Trust added most to Invesco BulletShares 2031 Corporate Bond ETF in Q3 2025, an estimated $30.5M increase.
  • Hills Bank & Trust's biggest Q3 2025 reduction was iShares iBonds Dec 2025 Term Treasury ETF, cutting an estimated $27.2M.
  • Hills Bank & Trust fully exited Ansys in Q3 2025, selling an estimated $2.96M.
  • Hills Bank & Trust's ten largest holdings make up 43% of its $1.7B portfolio in Q3 2025.
  • Hills Bank & Trust opened 16 new positions and closed 6 in Q3 2025.
  • Hills Bank & Trust's portfolio value rose 7.1% quarter-over-quarter to $1.7B.

Based on Hills Bank & Trust's 13F filing for Q3 2025, filed 13 Nov 2025.