HBT

Hills Bank & Trust Portfolio holdings

AUM $1.59B
1-Year Est. Return 11.43%
This Quarter Est. Return
1 Year Est. Return
+11.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$91.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$51.7M
2
+$25.2M
3
+$5.21M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$4.68M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$4.38M

Top Sells

1
+$787K
2
+$558K
3
+$537K
4
MKL icon
Markel Group
MKL
+$456K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Technology 10.11%
2 Financials 5.6%
3 Industrials 4.23%
4 Healthcare 3.62%
5 Consumer Discretionary 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JPIB icon
26
JPMorgan International Bond Opportunities ETF
JPIB
$1.19B
$14M 0.98%
291,867
+25,418
RWO icon
27
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
$13.1M 0.92%
299,190
+27,781
AMZN icon
28
Amazon
AMZN
$2.39T
$12.9M 0.91%
67,589
+383
HD icon
29
Home Depot
HD
$385B
$11.7M 0.82%
31,952
-449
SPLG icon
30
SPDR Portfolio S&P 500 ETF
SPLG
$90B
$10.3M 0.73%
156,714
+71,097
MA icon
31
Mastercard
MA
$519B
$9.61M 0.68%
17,538
+158
FI icon
32
Fiserv
FI
$68B
$9.6M 0.68%
43,485
-2,021
ICE icon
33
Intercontinental Exchange
ICE
$90.2B
$9.32M 0.66%
54,030
-996
IBMP icon
34
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$560M
$8.57M 0.6%
339,113
+1,857
COST icon
35
Costco
COST
$413B
$8.46M 0.6%
8,945
+116
IBMQ icon
36
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$506M
$8.37M 0.59%
330,765
+1,982
IBMO icon
37
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$522M
$8.32M 0.59%
325,445
+1,413
IBMN icon
38
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
$403M
$7.91M 0.56%
295,762
+2,398
META icon
39
Meta Platforms (Facebook)
META
$1.85T
$7.8M 0.55%
13,526
+87
BSMU icon
40
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$178M
$7.35M 0.52%
340,704
+13,576
BSMT icon
41
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$208M
$7.29M 0.51%
320,730
+11,380
PANW icon
42
Palo Alto Networks
PANW
$147B
$7.21M 0.51%
42,270
-495
MCD icon
43
McDonald's
MCD
$218B
$7.21M 0.51%
23,091
-180
USB icon
44
US Bancorp
USB
$75.1B
$6.73M 0.47%
159,362
-50
VOO icon
45
Vanguard S&P 500 ETF
VOO
$771B
$6.43M 0.45%
12,513
+261
IJR icon
46
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$6.2M 0.44%
59,322
-830
ITW icon
47
Illinois Tool Works
ITW
$71.6B
$6.12M 0.43%
24,687
-918
ABT icon
48
Abbott
ABT
$221B
$5.66M 0.4%
42,680
-282
TMO icon
49
Thermo Fisher Scientific
TMO
$216B
$5.59M 0.39%
11,230
-34
XOM icon
50
Exxon Mobil
XOM
$492B
$5.46M 0.38%
45,880
+990
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