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First Interstate Bank

SEC CIK
0001125727
Latest filing
Jul 24, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 1, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
110
0 vs. Q2 2021
Portfolio value
$975.4M
+$24.8M (+2.6%) vs. Q2 2021
Filed
Nov 1, 2021
SEC
Holdings of First Interstate Bank in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,302,313$123.0M12.6%−233,094−15.2%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,434,738$118.2M12.1%+333,754+30.3%Added–
iShares Tr464288687PFD AND INCM SEC1,855,722$72.0M7.4%+51,120+2.8%Added–
iShares Core S&P 500 ETF464287200ETF166,267$71.6M7.3%−3,024−1.8%Reduced–
iShares Tr46429B671MSCI CHINA ETF986,750$66.6M6.8%+398,963+67.9%Added–
iShares Core S&P Small Cap ETF464287804ETF470,435$51.4M5.3%+6,402+1.4%Added–
iShares Core S&P Mid-Cap ETF464287507ETF186,690$49.1M5.0%+2,165+1.2%Added–
iShares Tr464288281JPMORGAN USD EMG309,580$34.1M3.5%+13,926+4.7%Added–
iShares Core MSCI Europe ETF46434V738ETF565,416$31.7M3.2%+10,357+1.9%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF209,718$26.7M2.7%−2,540−1.2%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF140,753$21.0M2.2%−299−0.2%Reduced–
MSFTMicrosoft CorpStock55,757$15.7M1.6%+561+1.0%AddedHistory
AAPLApple Inc.Stock96,898$13.7M1.4%+5,351+5.8%AddedHistory
AMZNAmazon Com IncStock3,723$12.2M1.3%+49+1.3%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF304,603$11.4M1.2%−1,803−0.6%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF116,029$11.4M1.2%−997−0.9%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF135,668$10.9M1.1%+841+0.6%Added–
LOWLowes Companies IncStock52,402$10.6M1.1%+1,303+2.5%AddedHistory
State Street SPDR S&P Semiconductor ETF78464A862ETF52,584$10.4M1.1%−233−0.4%Reduced–
GOOGLAlphabet Inc.Stock3,644$9.74M1.0%+31+0.9%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF170,509$8.88M0.9%−578−0.3%Reduced–
NKENIKE, Inc.Stock55,309$8.03M0.8%+582+1.1%AddedHistory
CSCOCisco Systems, Inc.Stock124,296$6.77M0.7%+13,584+12.3%AddedHistory
BRK.BBerkshire Hathaway IncStock23,909$6.53M0.7%+958+4.2%AddedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF140,304$6.24M0.6%+2,900+2.1%Added–
WMTWalmart Inc.Stock43,015$6.00M0.6%+1,403+3.4%AddedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF74,831$5.92M0.6%−1,841−2.4%Reduced–
FIBKFirst Interstate Bancsystem IncCOM146,115$5.88M0.6%+6,150+4.4%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF84,351$5.81M0.6%+646+0.8%Added–
UNHUnitedHealth Group IncStock13,920$5.44M0.6%+380+2.8%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF29,700$5.33M0.5%+772+2.7%Added–
JPMJPMorgan Chase & CoStock31,771$5.20M0.5%+1,483+4.9%AddedHistory
DISWalt Disney CoStock30,550$5.17M0.5%+694+2.3%AddedHistory
SPYSPDR S&P 500 ETF TrustETF11,406$4.89M0.5%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock83,966$4.88M0.5%+3,333+4.1%AddedHistory
CRMSalesforce, Inc.Stock17,106$4.64M0.5%+668+4.1%AddedHistory
AXPAmerican Express CoStock27,693$4.64M0.5%+746+2.8%AddedHistory
CMCSAComcast CorpStock81,235$4.54M0.5%+2,932+3.7%AddedHistory
METAMeta Platforms, Inc.Stock13,154$4.46M0.5%−275−2.0%ReducedHistory
GSGoldman Sachs Group IncStock11,756$4.44M0.5%+551+4.9%AddedHistory
PANWPalo Alto Networks IncStock9,016$4.32M0.4%+324+3.7%AddedHistory
MCDMcDonalds CorpStock17,554$4.23M0.4%+361+2.1%AddedHistory
SWKSSkyworks Solutions, Inc.Stock25,448$4.19M0.4%+290+1.2%AddedHistory
iShares MSCI Eafe ETF464287465ETF52,966$4.13M0.4%+637+1.2%Added–
BMYBristol Myers Squibb CoStock69,704$4.12M0.4%+3,716+5.6%AddedHistory
UNPUnion Pacific CorpStock20,735$4.06M0.4%+594+2.9%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF80,029$4.03M0.4%−5,480−6.4%Reduced–
CCitigroup IncStock55,789$3.92M0.4%+4,172+8.1%AddedHistory
COSTCostco Wholesale CorpStock8,305$3.73M0.4%+249+3.1%AddedHistory
PEPPepsiCo IncStock23,467$3.53M0.4%+1,469+6.7%AddedHistory
FDXFedEx CorpStock15,492$3.40M0.3%+651+4.4%AddedHistory
HONHoneywell International IncCOM15,923$3.38M0.3%+428+2.8%AddedHistory
ATVIActivision Blizzard, Inc.COM42,565$3.29M0.3%+2,044+5.0%AddedHistory
EMREmerson Electric CoStock31,515$2.97M0.3%+1,920+6.5%AddedHistory
ABTAbbott LaboratoriesStock25,004$2.95M0.3%+459+1.9%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF41,591$2.66M0.3%−261−0.6%Reduced–
MASMasco CorpCOM45,240$2.51M0.3%+910+2.1%AddedHistory
QCOMQualcomm IncStock18,678$2.41M0.2%+778+4.3%AddedHistory
ICEIntercontinental Exchange, Inc.Stock20,100$2.31M0.2%+960+5.0%AddedHistory
EXCExelon CorpStock34,831$1.68M0.2%+225+0.7%AddedHistory
BRK.ABerkshire Hathaway IncCL A4$1.65M0.2%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF12,002$1.38M0.1%−1,921−13.8%Reduced–
HDHome Depot, Inc.Stock2,537$833.0K0.1%+50+2.0%AddedHistory
XOMExxonMobil Holdings CorpCOM13,544$797.0K0.1%+2,042+17.8%AddedHistory
TAT&T Inc.Stock28,468$769.0K0.1%+925+3.4%AddedHistory
iShares S&P 500 Growth ETF464287309ETF10,356$765.0K0.1%00.0%Unchanged–
INTCIntel CorpStock13,922$742.0K0.1%+215+1.6%AddedHistory
GOOGAlphabet Inc.Stock264$703.0K0.1%−8−2.9%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock1,200$686.0K0.1%00.0%UnchangedHistory
MDUMdu Resources Group IncStock22,767$675.0K0.1%+100+0.4%AddedHistory
JNJJohnson & JohnsonStock3,895$629.0K0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock8,375$629.0K0.1%+571+7.3%AddedHistory
TGTTarget CorpStock2,477$567.0K0.1%00.0%UnchangedHistory
INMDInMode Ltd.SHS3,500$558.0K0.1%−1,000−22.2%ReducedHistory
iShares Tr464288273EAFE SML CP ETF7,409$551.0K0.1%−204−2.7%Reduced–
Kirkland Lake Gold Ltd49741E100COM13,200$549.0K0.1%00.0%Unchanged–
PFEPfizer IncStock12,119$521.0K0.1%+1,049+9.5%AddedHistory
iShares Tr464288513IBOXX HI YD ETF5,104$447.0K<0.1%00.0%Unchanged–
iShares Tr46434V647GLOBAL REIT ETF16,051$440.0K<0.1%00.0%Unchanged–
CVXChevron CorpStock4,222$429.0K<0.1%+752+21.7%AddedHistory
LMNRLimoneira COCOM25,000$404.0K<0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF2,672$389.0K<0.1%00.0%Unchanged–
GDGeneral Dynamics CorpStock1,905$373.0K<0.1%00.0%UnchangedHistory
iShares Inc464286475EM MKT SM-CP ETF5,895$357.0K<0.1%−13−0.2%Reduced–
iShares Russell 2000 ETF464287655ETF1,617$354.0K<0.1%+20+1.3%Added–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,497$332.0K<0.1%00.0%Unchanged–
PGProcter & Gamble CoStock2,286$320.0K<0.1%+62+2.8%AddedHistory
CVSCVS Health CorpStock3,442$292.0K<0.1%+42+1.2%AddedHistory
NVDANVIDIA CorpStock1,412$292.0K<0.1%00.0%UnchangedConverted for a 4-for-1 splitHistory
AMDAdvanced Micro Devices IncStock2,790$287.0K<0.1%−35−1.2%ReducedHistory
DFSDiscover Financial ServicesCOM2,226$274.0K<0.1%+94+4.4%AddedHistory
AMGNAmgen IncStock1,237$263.0K<0.1%+125+11.2%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1775$262.0K<0.1%00.0%UnchangedHistory
Yamana Gold Inc98462Y100COM66,200$262.0K<0.1%00.0%Unchanged–
ABBVAbbVie Inc.Stock2,400$259.0K<0.1%+122+5.4%AddedHistory
Vanguard S&P 500 ETF922908363ETF649$256.0K<0.1%00.0%Unchanged–
AEMAgnico Eagle Mines LtdStock4,943$256.0K<0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock1,250$243.0K<0.1%00.0%UnchangedHistory
OLNOLIN CorpStock5,000$241.0K<0.1%00.0%UnchangedHistory
KOCoca Cola CoStock4,524$237.0K<0.1%+4,524NewHistory

Sold out since Q2 2021 (2)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of First Interstate Bank sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
NADNuveen Quality Municipal Income FundCOM18,591$298.0K<0.1%History
NEMNEWMONT CorpStock3,643$231.0K<0.1%History