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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
+1.5%
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
$1.72B
AUM Growth
+$20.4M
Cap. Flow
+$5.62M
Cap. Flow %
0.33%
Top 10 Hldgs %
43.81%
Holding
356
New
33
Increased
120
Reduced
129
Closed
16

Top Buys

Rank Stock Value
1
BSCV icon
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
+$6.82M
2
BSMV icon
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
+$6.61M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$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

Rank Stock Value
1
IBTF
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$23.7M
2
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$7.78M
3
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$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

Rank Sector Weight
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
PWR icon
301
Quanta Services
PWR
$101B
$135K 0.01%
321
– –
SEIC icon
302
SEI Investments
SEIC
$12.6B
$135K 0.01%
1,648
– –
IEFA icon
303
iShares Core MSCI EAFE ETF
IEFA
$196B
$134K 0.01%
1,495
– –
AZN icon
304
AstraZeneca
AZN
$250B
$133K 0.01%
725
– –
GPC icon
305
Genuine Parts
GPC
$18.7B
$132K 0.01%
1,075
– –
BMO icon
306
Bank of Montreal
BMO
$127B
$130K 0.01%
1,000
– –
CEG icon
307
Constellation Energy
CEG
$95.6B
$129K 0.01%
+365
New +$133K
MU icon
308
Micron Technology
MU
$991B
$125K 0.01%
+437
New +$100K
VV icon
309
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$124K 0.01%
395
– –
TXN icon
310
Texas Instruments
TXN
$261B
$123K 0.01%
710
– –
UPS icon
311
United Parcel Service
UPS
$88.9B
$120K 0.01%
+1,214
New +$114K
CCI icon
312
Crown Castle
CCI
$32.2B
$120K 0.01%
+1,350
New +$124K
STZ icon
313
Constellation Brands
STZ
$23.2B
$118K 0.01%
856
– –
CHRW icon
314
C.H. Robinson
CHRW
$17.5B
$118K 0.01%
+732
New +$108K
HSY icon
315
Hershey
HSY
$36.6B
$117K 0.01%
645
-10
-2% -$1.83K
KMI icon
316
Kinder Morgan
KMI
$68.7B
$117K 0.01%
4,241
-1,098
-21% -$29.7K
GEHC icon
317
GE HealthCare
GEHC
$32.4B
$116K 0.01%
1,410
– –
SRE icon
318
Sempra
SRE
$54.8B
$115K 0.01%
+1,306
New +$119K
IBTI icon
319
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.92B
$115K 0.01%
5,139
+168
+3% +$3.76K
BPOP icon
320
Popular Inc
BPOP
$11.1B
$113K 0.01%
904
– –
XLE icon
321
State Street Energy Select Sector SPDR ETF
XLE
$37.7B
$112K 0.01%
+2,508
New +$112K
MDU icon
322
MDU Resources
MDU
$4.32B
$112K 0.01%
+5,714
New +$112K
LKQ icon
323
LKQ Corp
LKQ
$6.29B
$110K 0.01%
3,652
– –
MUB icon
324
iShares National Muni Bond ETF
MUB
$45.5B
$109K 0.01%
1,017
– –
KMB icon
325
Kimberly-Clark
KMB
$36.5B
$106K 0.01%
1,055
– –
11 12
13
14 15

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BC
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SW
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AG
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TA
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ACP
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WFMPM
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TP
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Hills Bank & Trust's Q4 2025 Portfolio in Review

As of Q4 2025, Hills Bank & Trust held 356 positions worth $1.72B, up 1.2% from $1.7B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Hills Bank & Trust's Q4 2025 filing shows 33 new, 120 increased, 129 reduced and 16 closed positions. Its largest new stake was State Street Real Estate Select Sector SPDR ETF: 33,585 shares worth $1.36M. The largest sale was iShares iBonds Dec 2025 Term Treasury ETF, an estimated $23.7M.

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

  • Hills Bank & Trust's largest Q4 2025 buy was State Street Real Estate Select Sector SPDR ETF: 33,585 shares worth $1.36M.
  • Hills Bank & Trust added most to Invesco BulletShares 2031 Corporate Bond ETF in Q4 2025, an estimated $6.82M increase.
  • Hills Bank & Trust's biggest Q4 2025 reduction was iShares iBonds Dec 2029 Term Muni Bond ETF, cutting an estimated $1.86M.
  • Hills Bank & Trust fully exited iShares iBonds Dec 2025 Term Treasury ETF in Q4 2025, selling an estimated $23.7M.
  • Hills Bank & Trust's ten largest holdings make up 44% of its $1.72B portfolio in Q4 2025.
  • Hills Bank & Trust opened 33 new positions and closed 16 in Q4 2025.
  • Hills Bank & Trust's portfolio value rose 1.2% quarter-over-quarter to $1.72B.

Based on Hills Bank & Trust's 13F filing for Q4 2025, filed 5 Feb 2026.