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Home > Institutional Investor > Idaho Trust Bank > Profile

Instuitional Investor - Idaho Trust Bank

Fund Profile
Filing Period:
Fund Name: Idaho Trust Bank
Portfolio Value $279,768,756
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 195,724 $17,495,675 6.25%
2.
Glacier Bancorp Inc.
 GBCI 340,442 $14,662,830 5.24%
3.
Spdr Series Trust
 118,776 $11,553,258 4.13%
4.
Vanguard Index Fds - LARGE CAP ETF
 39,297 $11,210,955 4.01%
5.
Ishares Trust
 IEF 49,644 $10,712,595 3.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)