Hills Bank & Trust Company is based out of North Liberty. Their last reported 13F filing for Q4 2023 included $1,022,790,825 in managed 13F securities
and a top 10 holdings concentration of 43.16%. Hills Bank & Trust Company's largest holding is SPDR S&P 500 ETF TRUST with shares held of 222,749. Whalewisdom has at least 78 13F filings, and 1 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
BSCR Invesco BulletShares | 1.78% |
BSCS Invesco BulletShares | 1.73% |
SPMD SPDR(R) Portfolio S& | 1.46% |
BSCQ Invesco BulletShares | 1.12% |
IBTF iShares iBonds Dec 2 | 0.74% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
IBTD iShares iBonds Dec 2 | 3.02% |
MDY SPDR S&P MIDCAP 400 | 1.46% |
SPY SPDR S&P 500 ETF TRU | 0.86% |
IJR iShares Core S&P Sma | 0.22% |
GOOG Alphabet Inc. Class | 0.22% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
SPY SPDR S&P 500 ETF TRU | 10.35% |
MDY SPDR S&P MIDCAP 400 | 6.06% |
GUNR FlexShares Morningst | 4.14% |
VEA VANGUARD DEVELOPED M | 3.81% |
IBTE iShares iBonds Dec 2 | 3.71% |
2023-12-31
13F Activity
Market Value | $1.02b, Prior: $0.86b |
New Purchases | 16 stocks |
Added To | 73 stocks |
Sold out of | 9 stocks |
Reduced holdings in | 106 stocks |
Top 10 Holdings % | 43.16% |
Turnover %[1] | 9.12% |
Turnover Alt %[2] | 4.52% |
Time Held Top 20 | 26.7 quarters |
Time Held Top 10 | 21.4 quarters |
Time Held All | 24.93 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31