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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 		$11K 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

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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.