Hills Bank & Trust Co

Q2 2026 13F-HR Holdings

Location
North Liberty, IA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
383
Total value ($000)
$2,349,797
Net value change ($000)
+281,095 (13.6%)
New positions
45
Sold out positions
16
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FTRB 69,394 97.1%
JPIB 41,206 206.2%
SPYM 28,324 10.4%
VEA 27,439 19.1%
VANGUARD WELLESLEY INCOME FD 27,063 NEW
VANGUARD WELLESLEY INCOME FD 26,927 NEW
VANGUARD WELLESLEY INCOME FD 23,998 NEW
VANGUARD WELLESLEY INCOME FD 23,993 NEW
VANGUARD WELLESLEY INCOME FD 23,978 NEW
VANGUARD WELLESLEY INCOME FD 23,920 NEW
Top Reduces (Value $000, Stocks/ETFs)
BSCV -33,319 -77.1%
BSCQ -27,800 -48.7%
BSCU -26,388 -60.2%
BSCT -26,324 -57.5%
BSCS -25,200 -49.7%
BSCR -24,723 -47.6%
DFIC -5,510 -33.7%
GUNR -3,467 -12.3%
BSMV -2,454 -24.5%
BND -2,253 -8.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type