Abound Wealth Management’s Heartland Express HTLD Stock Holding History

Abound Wealth Management’s Portfolio HTLD Stock Details HTLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-12	Closed	-$125	–	1463
2026 Q1	$125	Sell	12 -4	-25%	-$42	﹤0.01%	1366
2025 Q4	$145	Hold	16	–	–	﹤0.01%	1298
2025 Q3	$135	Hold	16	–	–	﹤0.01%	1251
2025 Q2	$139	Hold	16	–	–	﹤0.01%	1161
2025 Q1	$148	Hold	16	–	–	﹤0.01%	1100
2024 Q4	$180	Hold	16	–	–	﹤0.01%	1110
2024 Q3	$197	Sell	16 -8	-33%	-$98	﹤0.01%	1173
2024 Q2	$296	Hold	24	–	–	﹤0.01%	987
2024 Q1	$287	Hold	24	–	–	﹤0.01%	1154
2023 Q4	$343	Sell	24 -4	-14%	-$55	﹤0.01%	1101
2023 Q3	$412	Hold	28	–	–	﹤0.01%	872
2023 Q2	$460	Buy	+28	New	+$436	﹤0.01%	869

Other funds holding HTLD

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Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return