Idaho Trust Bank Portfolio Holdings

Idaho Trust Bank

  • $196 Billion
  • Q2 2024

Idaho Trust Bank has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 103 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 $12.3B, Ishares Russell 2000 ETF with a value of $10.1B, Spdr Bloomberg High Yield Bond with a value of $9.99B, Ishares Tr with a value of $9.44B, and Ishares Core S&P Mid Cap ETF with a value of $8.84B.

Examining the 13F form we can see an increase of $92.1B in the current position value, from $104B to 196B.

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 $196 Billion
ETFs: $190 Billion
Technology: $4.07 Billion
Consumer Defensive: $523 Million
Financial Services: $407 Million
Energy: $343 Million
Communication Services: $278 Million
Healthcare: $265 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 103
  • Current Value $196 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 67 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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