Idaho Trust Co
All 13F Filings
- Location
- Boise, ID
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 342,138
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 98 | 342,138 | 13F-HR | Idaho Trust Co |
| Q1 2026 | 5/8/2026 | 97 | 307,610 | 13F-HR | Idaho Trust Co |
| Q4 2025 | 2/5/2026 | 105 | 301,918 | 13F-HR | Idaho Trust Co |
| Q3 2025 | 11/14/2025 | 108 | 297,006 | 13F-HR | Idaho Trust Co |
| Q2 2025 | 8/13/2025 | 106 | 279,769 | 13F-HR | Idaho Trust Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 35.04 K | 10.2% | 1.943 K | 0 | 1.943 K |
| ETFs | 291.8 K | 85.3% | 31.08 K | 0 | 31.08 K |
| Debt | 15.31 K | 4.5% | 1.499 K | 0 | 1.499 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
342,138
Holdings
98
QoQ value change ($000)
34,528
(11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.