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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 $198,468,096
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 169,998 $12,853,467 6.47%
2.
Spdr Ser Tr
 115,983 $11,072,822 5.57%
3.
Ishares Trust
 IEF 47,671 $10,533,309 5.3%
4.
Vanguard Index Fds
 37,315 $10,063,406 5.07%
5.
Ishares Tr
 110,055 $9,799,217 4.93%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)