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Rebecca L Eckardt

Idaho Trust Co

Assets Managed
$307.61M
Holdings
97
Last Quarter
2026 - Q1
Filed Date
1mo 7d ago
Growth Rate
1.89%(2Q avg: 1.77%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Idaho Trust Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Idaho Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 307.61M in assets, with a quarterly growth rate of 1.89% and a 2-quarter average growth rate of 1.77%. The portfolio is managed by Rebecca L Eckardt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 5.47%
8.39%
$25.784M
265,465 shares@ $97.13 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 16.13%
6.3%
$19.373M
358,499 shares@ $54.04 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 6.25%
4.65%
$14.281M
57,583 shares@ $248.0 avg price
BLV
Vanguard Long-term Bond Etf
Recent Activity
Increased 15.41%
4.49%
$13.811M
200,803 shares@ $68.78 avg price
GBCI
Glacier Bancorp Inc
Recent Activity
Decreased -4.18%
4.25%
$13.046M
292,113 shares@ $44.66 avg price
JNK
Spdr Bloomberg High Yield Bo
Recent Activity
Increased 4.44%
4.16%
$12.773M
133,442 shares@ $95.72 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 6.84%
4.12%
$12.665M
116,203 shares@ $108.99 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Increased 13.87%
4.04%
$12.42M
41,560 shares@ $298.84 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 7.71%
3.94%
$12.118M
161,358 shares@ $75.1 avg price
EMB
Ishares Jp Morgan Usd Emergi
Recent Activity
Increased 0.45%
3.87%
$11.874M
126,419 shares@ $93.93 avg price

1-10 of 97