Idaho Trust Bank

Q4 2024 13F Holdings

  • Location
    boise, ID
  • Num holdings

    75

  • Value ($000)

    $198,468

  • Date Filed
    02/07/2025
  • Form type
    13F-HR
  • CIK
    0001568069
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
EFA
EFA

ISHARES TR

MSCI EAFE ETF
$12.85M
7 %

169,998

KRE
KRE

SPDR SER TR

BLOOMBERG HIGH Y
$11.07M
6 %

115,983

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$10.53M
5 %

47,671

VV
VV

VANGUARD INDEX FDS

LARGE CAP ETF
$10.06M
5 %

37,315

EMB
EMB

ISHARES TR

JPMORGAN USD EMG
$9.80M
5 %

110,055

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$9.38M
5 %

150,509

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
$7.97M
4 %

180,923

VEU
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
$6.32M
3 %

110,020

BLV
BLV

VANGUARD BD INDEX FDS

LONG TERM BOND
$5.93M
3 %

86,676

LQD
LQD

ISHARES TR

IBOXX INV CP ETF
$5.92M
3 %

55,417

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 75