Idaho Trust Bank Portfolio Holdings

Idaho Trust Bank

  • $198 Billion
  • Q4 2024

Idaho Trust Bank has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $198 Billion distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Msci Eafe ETF with a value of $12.9B, Spdr Bloomberg High Yield Bond with a value of $11.1B, Ishares Russell 2000 ETF with a value of $10.5B, Vanguard Large Cap ETF with a value of $10.1B, and Ishares Tr with a value of $9.8B.

Examining the 13F form we can see an decrease of $8.72B in the current position value, from $207B to 198B.

Idaho Trust Bank is based out at Boise, ID

Below you can find more details about Idaho Trust Bank portfolio as well as his latest detailed transactions.

Portfolio value $198 Billion
ETFs: $194 Billion
Technology: $3.07 Billion
Consumer Defensive: $468 Million
Financial Services: $453 Million
Communication Services: $313 Million
Energy: $263 Million
Healthcare: $247 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25.5B
$222 Million 0.11% of portfolio
4,400
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $198 Billion
  • Prior Value $207 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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