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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 $172,537,076
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 145,706 $10,978,875 6.36%
2.
Ishares Trust
 IEF 47,779 $9,589,653 5.55%
3.
Ishares Tr
 100,518 $8,952,068 5.18%
4.
Spdr Ser Tr
 86,839 $8,226,197 4.76%
5.
Ishares Trust
 IEF 29,522 $8,181,657 4.74%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)