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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
EEM icon
251
iShares MSCI Emerging Markets ETF
EEM
$29.5B
$216K 0.01%
4,479
-5,009
-53% -$225K
JPST icon
252
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$215K 0.01%
4,252
– –
IBDR icon
253
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.4B
$212K 0.01%
8,752
– –
BAH icon
254
Booz Allen Hamilton
BAH
$9.15B
$197K 0.01%
1,891
+32
+2% +$3.58K
CTAS icon
255
Cintas
CTAS
$81.3B
$196K 0.01%
880
– –
HRL icon
256
Hormel Foods
HRL
$13.8B
$196K 0.01%
6,467
– –
IWP icon
257
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$192K 0.01%
1,383
– –
C icon
258
Citigroup
C
$226B
$191K 0.01%
2,245
+737
+49% +$53.3K
AMGN icon
259
Amgen
AMGN
$222B
$187K 0.01%
671
+39
+6% +$11K
WM icon
260
Waste Management
WM
$91B
$183K 0.01%
800
– –
JMST icon
261
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.1B
$182K 0.01%
3,574
– –
AEP icon
262
American Electric Power
AEP
$68.4B
$181K 0.01%
1,748
– –
CASY icon
263
Casey's General Stores
CASY
$30.9B
$173K 0.01%
339
+101
+42% +$46.5K
NVS icon
264
Novartis
NVS
$297B
$171K 0.01%
1,412
– –
EXPD icon
265
Expeditors International
EXPD
$23.2B
$171K 0.01%
1,495
-100
-6% -$11.2K
MOFG
266
DELISTED
MidWestOne Financial Group
MOFG
$170K 0.01%
5,920
+95
+2% +$2.68K
SPDW icon
267
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
$164K 0.01%
4,055
– –
IBDT icon
268
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
$164K 0.01%
6,457
– –
AKAM icon
269
Akamai
AKAM
$16.1B
$160K 0.01%
2,003
-7
-0.3% -$544
WMB icon
270
Williams Companies
WMB
$86.1B
$159K 0.01%
2,525
– –
SBUX icon
271
Starbucks
SBUX
$120B
$155K 0.01%
1,696
-35
-2% -$3.03K
KKR icon
272
KKR & Co
KKR
$92.3B
$155K 0.01%
+1,165
New +$136K
MET icon
273
MetLife
MET
$62.4B
$155K 0.01%
1,922
+21
+1% +$1.62K
VCIT icon
274
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$151K 0.01%
1,822
– –
IWD icon
275
iShares Russell 1000 Value ETF
IWD
$83.7B
$151K 0.01%
775
+50
+7% +$9.26K
9 10
11
12 13

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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.