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First Interstate Bank

SEC CIK
0001125727
Latest filing
Jul 24, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 25, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
177
+10 vs. Q2 2022
Portfolio value
$1.24B
−$82.5M (−6.2%) vs. Q2 2022
Filed
Oct 25, 2022
SEC
Holdings of First Interstate Bank in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
FIBKFirst Interstate Bancsystem IncCOM6,158,947$248.5M20.0%−1,792,997−22.5%ReducedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,209,030$91.5M7.4%+104,929+9.5%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS1,325,149$77.3M6.2%+724,540+120.6%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,022,969$76.0M6.1%−6,579−0.6%Reduced–
iShares Core S&P Small Cap ETF464287804ETF855,790$74.6M6.0%+22,145+2.7%Added–
iShares Core S&P 500 ETF464287200ETF172,674$61.9M5.0%+6,889+4.2%Added–
Invesco QQQ Trust Series I46090E103ETF204,517$54.7M4.4%+10,627+5.5%Added–
iShares Tr464287184CHINA LG-CAP ETF1,990,664$51.5M4.2%+41,984+2.2%Added–
iShares Core S&P Mid-Cap ETF464287507ETF214,176$47.0M3.8%+5,489+2.6%Added–
iShares Core MSCI Europe ETF46434V738ETF1,131,241$44.7M3.6%+43,225+4.0%Added–
iShares Tr464288281JPMORGAN USD EMG361,698$28.7M2.3%+20,926+6.1%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF176,025$21.3M1.7%+4,761+2.8%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF149,665$17.8M1.4%+3,848+2.6%Added–
AAPLApple Inc.Stock118,897$16.4M1.3%+4,268+3.7%AddedHistory
MSFTMicrosoft CorpStock68,419$15.9M1.3%+1,840+2.8%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF182,626$13.2M1.1%+3,342+1.9%Added–
State Street SPDR S&P Semiconductor ETF78464A862ETF69,577$10.6M0.9%+3,349+5.1%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF310,816$9.44M0.8%+3,488+1.1%Added–
AMZNAmazon Com IncStock82,199$9.29M0.7%+3,245+4.1%AddedHistory
LOWLowes Companies IncStock45,546$8.55M0.7%+1,314+3.0%AddedHistory
UNHUnitedHealth Group IncStock16,494$8.33M0.7%+215+1.3%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF99,194$8.22M0.7%+2,582+2.7%Added–
BRK.BBerkshire Hathaway IncStock30,199$8.06M0.7%+599+2.0%AddedHistory
GOOGLAlphabet Inc.Stock83,115$7.95M0.6%+2,055+2.5%AddedConverted for a 20-for-1 splitHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF144,474$6.92M0.6%+3,564+2.5%Added–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF92,928$6.20M0.5%+1,904+2.1%Added–
WMTWalmart Inc.Stock44,365$5.75M0.5%+1,117+2.6%AddedHistory
JPMJPMorgan Chase & CoStock54,517$5.70M0.5%+2,920+5.7%AddedHistory
PEPPepsiCo IncStock34,644$5.66M0.5%+1,363+4.1%AddedHistory
MCDMcDonalds CorpStock23,475$5.42M0.4%+569+2.5%AddedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF147,158$5.30M0.4%+4,686+3.3%Added–
iShares Tr464288687PFD AND INCM SEC166,686$5.28M0.4%−368,846−68.9%Reduced–
iShares Tr464287556ISHARES BIOTECH44,363$5.19M0.4%+1,454+3.4%Added–
ATVIActivision Blizzard, Inc.COM68,970$5.13M0.4%+886+1.3%AddedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF75,145$5.11M0.4%+2,257+3.1%Added–
NKENIKE, Inc.Stock61,299$5.09M0.4%+3,892+6.8%AddedHistory
BMYBristol Myers Squibb CoStock70,463$5.01M0.4%−51−0.1%ReducedHistory
MDLZMondelez International, Inc.Stock89,827$4.92M0.4%+1,340+1.5%AddedHistory
UNPUnion Pacific CorpStock25,000$4.87M0.4%+1,113+4.7%AddedHistory
CSCOCisco Systems, Inc.Stock118,621$4.74M0.4%+3,301+2.9%AddedHistory
AXPAmerican Express CoStock33,824$4.56M0.4%+2,429+7.7%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF67,784$4.44M0.4%+183+0.3%Added–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF30,950$4.41M0.4%+347+1.1%Added–
PANWPalo Alto Networks IncStock26,707$4.37M0.4%+682+2.6%AddedConverted for a 3-for-1 splitHistory
COSTCostco Wholesale CorpStock9,105$4.30M0.3%+460+5.3%AddedHistory
GSGoldman Sachs Group IncStock13,483$3.95M0.3%+1,045+8.4%AddedHistory
HONHoneywell International IncCOM21,625$3.61M0.3%+1,361+6.7%AddedHistory
DISWalt Disney CoStock37,164$3.51M0.3%+2,898+8.5%AddedHistory
iShares MSCI Eafe ETF464287465ETF61,675$3.45M0.3%+670+1.1%Added–
SPYSPDR S&P 500 ETF TrustETF9,221$3.29M0.3%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock19,893$2.86M0.2%+1,730+9.5%AddedHistory
ABTAbbott LaboratoriesStock29,207$2.83M0.2%+2,120+7.8%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF78,738$2.75M0.2%−146,482−65.0%Reduced–
CMCSAComcast CorpStock93,314$2.74M0.2%+4,548+5.1%AddedHistory
EMREmerson Electric CoStock36,428$2.67M0.2%+587+1.6%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF35,610$2.66M0.2%+4,569+14.7%Added–
QCOMQualcomm IncStock22,906$2.59M0.2%+713+3.2%AddedHistory
CCitigroup IncStock61,993$2.58M0.2%+2,134+3.6%AddedHistory
METAMeta Platforms, Inc.Stock17,611$2.39M0.2%+994+6.0%AddedHistory
SPDR Series Trust78468R739ST NUVE TERM ETF49,930$2.30M0.2%−6,410−11.4%Reduced–
JNJJohnson & JohnsonStock13,946$2.28M0.2%+1,520+12.2%AddedHistory
FDXFedEx CorpStock15,216$2.26M0.2%+188+1.3%AddedHistory
MASMasco CorpCOM48,328$2.26M0.2%+2,840+6.2%AddedHistory
ICEIntercontinental Exchange, Inc.Stock24,885$2.25M0.2%+2,354+10.4%AddedHistory
SWKSSkyworks Solutions, Inc.Stock25,952$2.21M0.2%+809+3.2%AddedHistory
DEDeere & CoStock6,285$2.10M0.2%+600+10.6%AddedHistory
BRK.ABerkshire Hathaway IncCL A5$2.03M0.2%00.0%UnchangedHistory
HDHome Depot, Inc.Stock6,424$1.77M0.1%+242+3.9%AddedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX35,473$1.71M0.1%−40.0%Reduced–
PGProcter & Gamble CoStock12,554$1.58M0.1%+937+8.1%AddedHistory
Vanguard S&P 500 ETF922908363ETF4,559$1.50M0.1%+628+16.0%Added–
ABBVAbbVie Inc.Stock10,647$1.43M0.1%+590+5.9%AddedHistory
CVXChevron CorpStock9,746$1.40M0.1%+180+1.9%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF13,304$1.28M0.1%−2,202−14.2%Reduced–
TMOThermo Fisher Scientific Inc.Stock2,400$1.22M0.1%+269+12.6%AddedHistory
DHRDanaher CorpStock4,290$1.11M0.1%+1,006+30.6%AddedHistory
MRKMerck & Co., Inc.Stock12,727$1.10M0.1%+296+2.4%AddedHistory
Vanguard Real Estate ETF922908553ETF13,549$1.09M0.1%+525+4.0%Added–
XOMExxonMobil Holdings CorpCOM11,946$1.04M0.1%+1,620+15.7%AddedHistory
PFEPfizer IncStock23,222$1.02M0.1%+574+2.5%AddedHistory
GOOGAlphabet Inc.Stock10,500$1.01M0.1%+140+1.4%AddedConverted for a 20-for-1 splitHistory
MAMastercard IncStock3,544$1.01M0.1%+616+21.0%AddedHistory
FISVFiserv IncStock10,685$1.00M0.1%+2,293+27.3%AddedHistory
ORCLOracle CorpStock16,213$990.0K0.1%+3,347+26.0%AddedHistory
PIMCO ETF Tr72201R7830-5 HIGH YIELD11,332$990.0K0.1%+87+0.8%Added–
VVisa Inc.Stock5,565$989.0K0.1%+1,096+24.5%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF26,600$971.0K0.1%+6,503+32.4%Added–
ADPAutomatic Data Processing IncStock4,201$950.0K0.1%+1,145+37.5%AddedHistory
iShares Tr46434V803HDG MSCI EAFE28,695$858.0K0.1%+28,695New–
iShares Tr46434VBG4IBONDS DEC24 ETF35,234$858.0K0.1%+3,010+9.3%Added–
GDGeneral Dynamics CorpStock4,005$850.0K0.1%−10.0%ReducedHistory
BLKBlackRock, Inc.COM1,522$837.0K0.1%+318+26.4%AddedHistory
VZVerizon Communications IncStock20,039$761.0K0.1%+5,029+33.5%AddedHistory
MDUMdu Resources Group IncStock27,718$758.0K0.1%+5,501+24.8%AddedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF30,785$743.0K0.1%+3,004+10.8%Added–
iShares Tr464288513IBOXX HI YD ETF10,397$742.0K0.1%+2,919+39.0%Added–
INTCIntel CorpStock27,587$711.0K0.1%+2,111+8.3%AddedHistory
iShares Tr46434VAX8IBONDS DEC23 ETF28,418$709.0K0.1%+2,974+11.7%Added–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF29,792$688.0K0.1%+3,112+11.7%Added–
iShares Russell 2000 ETF464287655ETF4,058$669.0K0.1%−82−2.0%Reduced–

Sold out since Q2 2022 (7)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of First Interstate Bank sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
iShares Tr464287689RUSSELL 3000 ETF84,589$18.4M1.4%–
Raytheon Technologies Corp75513E105COM5,700$548.0K<0.1%–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1775$239.0K<0.1%History
NEMNEWMONT CorpStock3,629$216.0K<0.1%History
ORealty Income CorpREIT3,123$213.0K<0.1%History
ENBEnbridge IncStock4,789$202.0K<0.1%History
DFSDiscover Financial ServicesCOM2,132$202.0K<0.1%History