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First Interstate Bank

SEC CIK
0001125727
Latest filing
Jul 24, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 2, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
178
−8 vs. Q4 2022
Portfolio value
$1.31B
−$45.6M (−3.4%) vs. Q4 2022
Filed
May 2, 2023
SEC
Holdings of First Interstate Bank in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
FIBKFirst Interstate Bancsystem IncCOM6,080,083$181.6M13.9%−23,140−0.4%ReducedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,611,726$156.6M12.0%+213,129+8.9%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,687,522$135.4M10.3%+79,754+5.0%Added–
iShares Core S&P 500 ETF464287200ETF237,517$97.6M7.5%+39,832+20.1%Added–
iShares Core S&P Small Cap ETF464287804ETF806,294$78.0M6.0%−14,071−1.7%Reduced–
Invesco QQQ Trust Series I46090E103ETF190,259$61.1M4.7%−3,447−1.8%Reduced–
iShares Core MSCI Europe ETF46434V738ETF1,037,309$54.3M4.2%−29,420−2.8%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF214,107$53.6M4.1%−1,122−0.5%Reduced–
iShares Tr46434V803HDG MSCI EAFE1,163,341$34.3M2.6%+1,041,839+857.5%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF185,113$28.0M2.1%+2,419+1.3%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF176,783$22.9M1.7%+1,001+0.6%Added–
MSFTMicrosoft CorpStock67,478$19.5M1.5%−631−0.9%ReducedHistory
AAPLApple Inc.Stock113,523$18.7M1.4%−3,925−3.3%ReducedHistory
State Street SPDR S&P Semiconductor ETF78464A862ETF72,015$15.0M1.1%+2,097+3.0%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF172,905$14.3M1.1%+5,897+3.5%Added–
AMZNAmazon Com IncStock120,968$12.5M1.0%+4,592+3.9%AddedHistory
iShares Tr46428743220 YR TR BD ETF116,180$12.4M0.9%+10,762+10.2%Added–
State Street Industrial Select Sector SPDR ETF81369Y704ETF99,266$10.0M0.8%+1,078+1.1%Added–
LOWLowes Companies IncStock47,254$9.45M0.7%+1,602+3.5%AddedHistory
BRK.BBerkshire Hathaway IncStock28,190$8.70M0.7%−606−2.1%ReducedHistory
GOOGLAlphabet Inc.Stock82,330$8.54M0.7%−1,297−1.6%ReducedHistory
NKENIKE, Inc.Stock63,086$7.74M0.6%+394+0.6%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF130,720$7.58M0.6%+22,977+21.3%Added–
UNHUnitedHealth Group IncStock15,865$7.50M0.6%−310−1.9%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF92,824$6.93M0.5%+350.0%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF214,880$6.91M0.5%−5,424−2.5%Reduced–
JPMJPMorgan Chase & CoStock52,086$6.79M0.5%−372−0.7%ReducedHistory
CSCOCisco Systems, Inc.Stock122,088$6.38M0.5%+2,434+2.0%AddedHistory
WMTWalmart Inc.Stock43,241$6.38M0.5%−113−0.3%ReducedHistory
MCDMcDonalds CorpStock22,179$6.20M0.5%−1,159−5.0%ReducedHistory
MDLZMondelez International, Inc.Stock88,729$6.19M0.5%−598−0.7%ReducedHistory
PEPPepsiCo IncStock32,139$5.86M0.4%−2,229−6.5%ReducedHistory
iShares Tr464287556ISHARES BIOTECH45,322$5.85M0.4%+830+1.9%Added–
ATVIActivision Blizzard, Inc.COM68,012$5.82M0.4%−227−0.3%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF13,992$5.73M0.4%+470+3.5%AddedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF150,298$5.62M0.4%+894+0.6%Added–
PANWPalo Alto Networks IncStock27,794$5.55M0.4%+401+1.5%AddedHistory
AXPAmerican Express CoStock33,359$5.50M0.4%−665−2.0%ReducedHistory
UNPUnion Pacific CorpStock24,273$4.89M0.4%−403−1.6%ReducedHistory
BMYBristol Myers Squibb CoStock70,312$4.87M0.4%+1,850+2.7%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF32,356$4.84M0.4%+1,396+4.5%Added–
State Street Materials Select Sector SPDR ETF81369Y100ETF58,813$4.74M0.4%−16,992−22.4%Reduced–
iShares MSCI Eafe ETF464287465ETF64,460$4.61M0.4%−1,871−2.8%Reduced–
GSGoldman Sachs Group IncStock13,847$4.53M0.3%+191+1.4%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF65,777$4.45M0.3%−1,225−1.8%Reduced–
COSTCostco Wholesale CorpStock8,820$4.38M0.3%−144−1.6%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD55,818$4.26M0.3%−966,072−94.5%Reduced–
HONHoneywell International IncCOM20,621$3.94M0.3%−1,021−4.7%ReducedHistory
CRMSalesforce, Inc.Stock19,095$3.81M0.3%+307+1.6%AddedHistory
DISWalt Disney CoStock35,795$3.58M0.3%+562+1.6%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF90,320$3.56M0.3%−14,343−13.7%Reduced–
FDXFedEx CorpStock14,901$3.40M0.3%−316−2.1%ReducedHistory
CMCSAComcast CorpStock87,726$3.33M0.3%+2,597+3.1%AddedHistory
SWKSSkyworks Solutions, Inc.Stock26,806$3.16M0.2%+264+1.0%AddedHistory
EMREmerson Electric CoStock36,039$3.14M0.2%−932−2.5%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT21,001$3.04M0.2%+2,239+11.9%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF30,147$3.00M0.2%+6,276+26.3%Added–
ABTAbbott LaboratoriesStock28,893$2.93M0.2%+605+2.1%AddedHistory
CCitigroup IncStock61,840$2.90M0.2%+1,755+2.9%AddedHistory
QCOMQualcomm IncStock22,062$2.81M0.2%+1,107+5.3%AddedHistory
ICEIntercontinental Exchange, Inc.Stock25,752$2.69M0.2%+565+2.2%AddedHistory
DEDeere & CoStock6,074$2.51M0.2%−104−1.7%ReducedHistory
MASMasco CorpCOM47,199$2.35M0.2%+627+1.3%AddedHistory
BRK.ABerkshire Hathaway IncCL A5$2.33M0.2%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF52,593$2.12M0.2%−390,151−88.1%Reduced–
iShares Tr464287184CHINA LG-CAP ETF65,474$1.93M0.1%−6,104−8.5%Reduced–
iShares Tr464288687PFD AND INCM SEC60,888$1.90M0.1%−28,965−32.2%Reduced–
JNJJohnson & JohnsonStock11,660$1.81M0.1%−2,066−15.1%ReducedHistory
HDHome Depot, Inc.Stock6,104$1.80M0.1%−163−2.6%ReducedHistory
iShares Tr46429B333GNMA BOND ETF38,494$1.71M0.1%−354,179−90.2%Reduced–
PGProcter & Gamble CoStock10,516$1.56M0.1%−1,482−12.4%ReducedHistory
Vanguard S&P 500 ETF922908363ETF4,080$1.53M0.1%−445−9.8%Reduced–
iShares Tr464288513IBOXX HI YD ETF20,036$1.51M0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock2,529$1.46M0.1%+239+10.4%AddedHistory
ABBVAbbVie Inc.Stock9,103$1.45M0.1%−1,260−12.2%ReducedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX29,393$1.41M0.1%−5,958−16.9%Reduced–
iShares Tr464288281JPMORGAN USD EMG16,205$1.40M0.1%−12,999−44.5%Reduced–
MRKMerck & Co., Inc.Stock12,999$1.38M0.1%+794+6.5%AddedHistory
ORCLOracle CorpStock14,866$1.38M0.1%−1,353−8.3%ReducedHistory
CVXChevron CorpStock8,336$1.36M0.1%−1,305−13.5%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF17,208$1.32M0.1%−18,300−51.5%Reduced–
XOMExxonMobil Holdings CorpCOM11,040$1.21M0.1%−495−4.3%ReducedHistory
FISVFiserv IncStock10,589$1.20M0.1%−121−1.1%ReducedHistory
METAMeta Platforms, Inc.Stock5,273$1.12M0.1%+11+0.2%AddedHistory
Vanguard Real Estate ETF922908553ETF13,315$1.11M0.1%−653−4.7%Reduced–
GOOGAlphabet Inc.Stock10,159$1.06M0.1%−341−3.2%ReducedHistory
VVisa Inc.Stock4,644$1.05M0.1%−734−13.6%ReducedHistory
DHRDanaher CorpStock4,014$1.01M0.1%−219−5.2%ReducedHistory
MAMastercard IncStock2,651$963.4K0.1%−841−24.1%ReducedHistory
NVDANVIDIA CorpStock3,304$917.8K0.1%+268+8.8%AddedHistory
iShares S&P 500 Growth ETF464287309ETF13,592$868.4K0.1%−276−2.0%Reduced–
ADPAutomatic Data Processing IncStock3,899$868.0K0.1%−23−0.6%ReducedHistory
PFEPfizer IncStock20,976$855.8K0.1%−943−4.3%ReducedHistory
BLKBlackRock, Inc.COM1,233$825.0K0.1%−265−17.7%ReducedHistory
iShares Tr464287689RUSSELL 3000 ETF3,482$819.7K0.1%00.0%Unchanged–
SYKStryker CorpStock2,828$807.3K0.1%−296−9.5%ReducedHistory
iShares Tr46434VBG4IBONDS DEC24 ETF31,365$771.3K0.1%+14,172+82.4%Added–
PIMCO ETF Tr72201R7830-5 HIGH YIELD8,442$770.8K0.1%−2,408−22.2%Reduced–
INTCIntel CorpStock23,121$755.4K0.1%−2,231−8.8%ReducedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF30,218$741.2K0.1%+14,083+87.3%Added–

Sold out since Q4 2022 (15)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of First Interstate Bank sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
iShares Tr464288257MSCI ACWI ETF13,812$1.17M0.1%–
Global X FDS37954Y491DAX GERMANY ETF22,000$563.0K<0.1%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF3,276$345.0K<0.1%–
ALLAllstate CorpStock2,171$294.0K<0.1%History
Two RDS Shared Tr90214Q766ANFIELD UNVL ETF31,842$279.0K<0.1%–
Flexshares Tr33939L837INTL QLTDV IDX11,652$240.0K<0.1%–
SOSouthern CoStock3,252$232.0K<0.1%History
UPSUnited Parcel Service IncStock1,325$231.0K<0.1%History
KMIKinder Morgan, Inc.Stock12,318$223.0K<0.1%History
ZTSZoetis Inc.Stock1,440$211.0K<0.1%History
EOGEOG Resources IncStock1,625$211.0K<0.1%History
GBCIGlacier Bancorp, Inc.COM4,157$206.0K<0.1%History
Two RDS Shared Tr90214Q733ANFIELD US EQU17,202$197.0K<0.1%–
SSRMSSR Mining Inc.Stock11,000$172.0K<0.1%History
Two RDS Shared Tr90213U115ANFIELD CAP DI16,524$139.0K<0.1%–