Idaho Trust Bank Purchases in Q1 2025

Idaho Trust Bank

  • $245 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
78.3K
New
$80.05 - $92.39 $6.26M - $7.23M
78.3K $6.29B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
125K
New
$33.84 - $37.77 $4.21M - $4.7M
125K $4.53B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.64K
+ 764.0%
$442.66 - $534.52 $3.38M - $4.08M
8.64K $4.6B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
145K
New
$22.25 - $23.0 $3.23M - $3.34M
145K $3.34B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
65.4K
New
$49.78 - $53.19 $3.26M - $3.48M
65.4K $3.34B
EMB
Ishares Tr

ETFs
29K
+ 26.37%
$88.64 - $92.03 $2.57M - $2.67M
139K $12.6B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
118K
New
$21.23 - $22.14 $2.51M - $2.62M
118K $2.61B
VCIT
Vanguard Intermediate Term Cor

ETFs
29K
New
$79.17 - $82.04 $2.29M - $2.38M
29K $2.37B
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.1K
+ 8.91%
$74.85 - $84.89 $1.13M - $1.29M
185K $15.1B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
42K
New
$40.03 - $46.81 $1.68M - $1.96M
42K $1.71B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
41.2K
New
$37.07 - $40.63 $1.53M - $1.67M
41.2K $1.62B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
28.5K
+ 15.78%
$42.5 - $46.71 $1.21M - $1.33M
209K $9.48B
SPTL
Spdr Portfolio Long Term Treas

ETFs
51.6K
New
$25.54 - $27.64 $1.32M - $1.43M
51.6K $1.41B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
32.7K
New
$42.38 - $43.28 $1.39M - $1.41M
32.7K $1.39B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
18.7K
New
$55.41 - $60.74 $1.03M - $1.13M
18.7K $1.05B
IVV
Ishares Core S&P 500 ETF

ETFs
2.19K
+ 24.68%
$554.06 - $615.85 $1.21M - $1.35M
11.1K $6.22B
VEA
Vanguard Ftse Developed Market

ETFs
18.2K
New
$47.4 - $52.99 $861K - $963K
18.2K $924M
SPSB
Spdr Portfolio Short Term Corp

ETFs
29.9K
New
$29.82 - $30.1 $891K - $900K
29.9K $900M
AAPL
Apple Inc.

Technology
3.7K
+ 191.46%
$209.68 - $247.1 $776K - $915K
5.63K $1.25B
AMZN
Amazon Com Inc

Consumer Cyclical
3.76K
New
$190.26 - $242.06 $715K - $910K
3.76K $715M
DJP
Barclays Bank PLC

ETFs
11.2K
+ 15.36%
N/A
84.4K $2.98B
JNK
Spdr Bloomberg High Yield Bond

ETFs
6.84K
+ 5.89%
$94.86 - $97.12 $648K - $664K
123K $11.7B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
11.7K
New
$50.48 - $51.04 $593K - $600K
11.7K $596M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5.81K
+ 6.7%
$66.9 - $71.57 $389K - $416K
92.5K $6.51B
AVGO
Broadcom Inc.

Technology
3.46K
New
$167.43 - $244.7 $579K - $846K
3.46K $579M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
5.75K
+ 7.17%
$33.37 - $38.01 $192K - $219K
86K $3.22B
VEU
Vanguard Ftse All World Ex Us

ETFs
2.32K
+ 2.11%
$56.51 - $62.98 $131K - $146K
112K $6.81B
MSFT
Microsoft Corp

Technology
2.03K
+ 33.01%
$375.39 - $447.2 $761K - $906K
8.17K $3.07B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.91K
New
$77.7 - $78.94 $381K - $387K
4.91K $387M
USB
Us Bancorp \De\

Financial Services
8.88K
New
$40.92 - $50.9 $363K - $452K
8.88K $375M
GOOG
Alphabet Inc.

Communication Services
2.24K
New
$156.06 - $207.71 $350K - $466K
2.24K $350M
V
Visa Inc.

Financial Services
962
New
$306.92 - $362.71 $295K - $349K
962 $337M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.48K
New
$50.39 - $50.66 $327K - $328K
6.48K $328M
IVE
Ishares S&P 500 Value ETF

ETFs
1.59K
+ 27.94%
$185.78 - $198.58 $296K - $317K
7.3K $1.39B
META
Meta Platforms, Inc.

Communication Services
505
+ 94.39%
$576.36 - $736.67 $291K - $372K
1.04K $599M
NVDA
Nvidia Corp

Technology
2.52K
New
$106.98 - $149.43 $270K - $377K
2.52K $273M
VFH
Vanguard Financial ETF

ETFs
1.93K
+ 12.6%
$114.07 - $127.34 $220K - $245K
17.2K $2.06B
EWZ
Ishares Inc Msci Brazil ETF

ETFs
9.48K
New
$22.45 - $26.94 $213K - $255K
9.48K $245M
MCD
Mcdonalds Corp

Consumer Cyclical
749
New
$279.74 - $321.29 $210K - $241K
749 $234M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.21K
+ 2.18%
$105.1 - $109.61 $127K - $133K
56.6K $6.15B
SO
Southern CO

Utilities
2.4K
New
$80.96 - $92.96 $194K - $223K
2.4K $221M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
3.7K
New
$55.76 - $59.54 $206K - $220K
3.7K $215M
EFNL
Ishares Tr Msci Finland ETF

ETFs
5.81K
New
$32.29 - $39.03 $188K - $227K
5.81K $214M
ADBE
Adobe Inc.

Technology
547
New
$377.84 - $464.11 $207K - $254K
547 $210M
Ishares Bitcoin Trust ETF
4.45K
New
N/A
4.45K $208M
JNJ
Johnson & Johnson

Healthcare
966
+ 56.66%
$142.06 - $167.7 $137K - $162K
2.67K $443M
EEMV
Ishares Msci Emerging Markets

ETFs
2.9K
+ 4.34%
$57.07 - $59.29 $165K - $172K
69.7K $4.07B
EWA
Ishares Msci Australia ETF

ETFs
8.73K
+ 16.85%
$23.02 - $25.66 $201K - $224K
60.5K $1.42B
Activity Summary
Buys All Purchases 67 New Holdings 31 Increased Positions 36 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Idaho Trust Bank Portfolio

Follow Idaho Trust Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Idaho Trust Bank, based on Form 13F filings with the SEC.

News

Stay updated on Idaho Trust Bank with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email