True Wealth Design’s Heartland Express HTLD Stock Holding History

True Wealth Design’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	$366	Hold	24	–	–	﹤0.01%	2308
2026 Q1	$250	Hold	24	–	–	﹤0.01%	2273
2025 Q4	$217	Sell	24 -155	-87%	-$1.29K	﹤0.01%	2209
2025 Q3	$1.5K	Sell	179 -242	-57%	-$2.05K	﹤0.01%	1587
2025 Q2	$3.64K	Buy	421 +211	+100%	+$1.81K	﹤0.01%	937
2025 Q1	$1.94K	Buy	210 +23	+12%	+$244	﹤0.01%	1019
2024 Q4	$2.1K	Buy	+187	New	+$2.2K	﹤0.01%	720

Other funds holding HTLD

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return