Idaho Trust Bank Portfolio Holdings

Idaho Trust Bank

  • $207 Billion
  • Q3 2024

Idaho Trust Bank has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $207 Billion distributed in 101 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 $13.2B, Ishares Russell 2000 ETF with a value of $11.1B, Spdr Bloomberg High Yield Bond with a value of $10.2B, Ishares Tr with a value of $10.1B, and Ishares Core S&P Mid Cap ETF with a value of $9.63B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $196B to 207B.

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 $207 Billion
ETFs: $201 Billion
Technology: $4.07 Billion
Consumer Defensive: $542 Million
Financial Services: $460 Million
Energy: $323 Million
Communication Services: $306 Million
Healthcare: $303 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $207 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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