IHT Wealth Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

IHT Wealth Management’s Portfolio HTLF Stock Details HTLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-14,266	Closed	-$875K	–	1164
2024 Q4	$875K	Buy	+14,266	New	+$893K	0.03%	497
2018 Q2	–	Sell	-53	Closed	-$3K	–	1422
2018 Q1	$3K	Hold	53	–	–	﹤0.01%	1459
2017 Q4	$3K	Buy	53 +1	+2%	+$51	﹤0.01%	1449
2017 Q3	$3K	Hold	52	–	–	﹤0.01%	1184
2017 Q2	$11	Hold	52	–	–	0.01%	959
2017 Q1	$3K	Hold	52	–	–	﹤0.01%	1046
2016 Q4	$2K	Buy	+52	New	+$2.16K	﹤0.01%	1064

Other funds holding HTLF

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

IHT Wealth Management's HTLF Position: Q1 2025 in Review

IHT Wealth Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 14,266 shares — an estimated $875K sold.

IHT Wealth Management first reported a position in HTLF in Q4 2016 and held it in 7 quarters. The position peaked at $875K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

IHT Wealth Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
IHT Wealth Management sold 14,266 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $875K.
IHT Wealth Management first reported a position in Heartland Financial USA, Inc. in Q4 2016 and held it in 7 quarters.
IHT Wealth Management's Heartland Financial USA, Inc. position peaked at $875K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on IHT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.