HBT

Hills Bank & Trust Portfolio holdings

AUM $1.72B
1-Year Est. Return 13.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.72B
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$6.61M
3
+$4.4M
4
BSMU icon
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
+$4.13M
5
FTRB icon
Federated Hermes Total Return Bond ETF
FTRB
+$2.74M

Top Sells

1
+$23.7M
2
+$7.78M
3
+$2.28M
4
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$2.13M
5
IBMR icon
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
+$1.86M

Sector Composition

1 Technology 9.99%
2 Financials 4.54%
3 Industrials 3.47%
4 Healthcare 3.08%
5 Communication Services 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DOV icon
251
Dover
DOV
$28B
$264K 0.02%
1,350
SNPS icon
252
Synopsys
SNPS
$81.6B
$256K 0.01%
546
-1,394
CLX icon
253
Clorox
CLX
$13.6B
$256K 0.01%
2,542
COP icon
254
ConocoPhillips
COP
$148B
$251K 0.01%
2,682
OKE icon
255
Oneok
OKE
$53.7B
$247K 0.01%
+3,358
CASY icon
256
Casey's General Stores
CASY
$25B
$246K 0.01%
445
+106
EEM icon
257
iShares MSCI Emerging Markets ETF
EEM
$28.2B
$245K 0.01%
4,479
UNH icon
258
UnitedHealth
UNH
$259B
$244K 0.01%
+738
IVE icon
259
iShares S&P 500 Value ETF
IVE
$48.4B
$243K 0.01%
1,146
-7
MANH icon
260
Manhattan Associates
MANH
$8.45B
$240K 0.01%
1,387
-807
AGG icon
261
iShares Core US Aggregate Bond ETF
AGG
$139B
$234K 0.01%
2,346
+39
WST icon
262
West Pharmaceutical
WST
$17.3B
$230K 0.01%
835
-602
HAL icon
263
Halliburton
HAL
$28.6B
$227K 0.01%
8,040
-2,022
VRSK icon
264
Verisk Analytics
VRSK
$28.2B
$226K 0.01%
1,010
-87
DGX icon
265
Quest Diagnostics
DGX
$21.9B
$225K 0.01%
1,294
-5
FTV icon
266
Fortive
FTV
$16.6B
$223K 0.01%
4,044
EXPD icon
267
Expeditors International
EXPD
$19.1B
$223K 0.01%
1,495
AEP icon
268
American Electric Power
AEP
$72.6B
$220K 0.01%
1,909
+161
POOL icon
269
Pool Corp
POOL
$7.68B
$213K 0.01%
933
+3
DVY icon
270
iShares Select Dividend ETF
DVY
$22.1B
$213K 0.01%
1,510
JPST icon
271
JPMorgan Ultra-Short Income ETF
JPST
$37.5B
$211K 0.01%
4,174
-78
ENB icon
272
Enbridge
ENB
$119B
$204K 0.01%
+4,264
WEC icon
273
WEC Energy
WEC
$38.4B
$198K 0.01%
1,873
+702
NVS icon
274
Novartis
NVS
$296B
$195K 0.01%
1,412
MOFG
275
DELISTED
MidWestOne Financial Group
MOFG
$189K 0.01%
4,920
-1,000
9 10
11
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