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
SPY icon
1
SPDR S&P 500 ETF Trust
SPY
$672B
$122M 8.59%
218,228
-1,406
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$180B
$97.3M 6.85%
1,913,658
+1,017,417
MDY icon
3
SPDR S&P MidCap 400 ETF Trust
MDY
$24.3B
$64.2M 4.52%
120,356
-255
BSCQ icon
4
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$52.7M 3.71%
2,703,849
+56,115
IBTF icon
5
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
$1.84B
$51.4M 3.62%
2,200,359
+31,917
FTRB icon
6
Federated Hermes Total Return Bond ETF
FTRB
$339M
$49.2M 3.46%
1,964,479
+154,748
BSCR icon
7
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.09B
$47.2M 3.32%
2,409,045
+54,421
BSCS icon
8
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.8B
$46.5M 3.28%
2,286,974
+37,984
VWO icon
9
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$40.6M 2.86%
897,363
+556,033
BSCT icon
10
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.31B
$38.6M 2.72%
2,085,408
+73,107
BSCU icon
11
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.92B
$33.4M 2.35%
2,012,733
+314,238
SPMD icon
12
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.7B
$31.1M 2.19%
608,348
+38,140
AAPL icon
13
Apple
AAPL
$3.9T
$29M 2.04%
130,562
-1,509
MSFT icon
14
Microsoft
MSFT
$3.89T
$28.6M 2.02%
76,269
-1,204
NVDA icon
15
NVIDIA
NVDA
$4.53T
$26.5M 1.87%
244,567
-1,082
BND icon
16
Vanguard Total Bond Market
BND
$138B
$24.6M 1.73%
334,617
+10,321
GUNR icon
17
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$5.26B
$24.1M 1.7%
621,551
-13,838
PG icon
18
Procter & Gamble
PG
$357B
$20.1M 1.42%
118,105
+3,722
GOOG icon
19
Alphabet (Google) Class C
GOOG
$3.15T
$19.4M 1.37%
124,137
-785
SPYV icon
20
SPDR Portfolio S&P 500 Value ETF
SPYV
$29.2B
$16.6M 1.17%
325,004
+85,819
GII icon
21
SPDR S&P Global Infrastructure ETF
GII
$630M
$15M 1.06%
242,452
+11,288
GQRE icon
22
FlexShares Global Quality Real Estate Index Fund
GQRE
$379M
$14.9M 1.05%
256,653
+5,720
FAST icon
23
Fastenal
FAST
$49.2B
$14.5M 1.02%
373,996
-5,952
JPM icon
24
JPMorgan Chase
JPM
$818B
$14.3M 1%
58,195
-507
EFA icon
25
iShares MSCI EAFE ETF
EFA
$68.5B
$14M 0.99%
171,446
-611
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