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First Interstate Bank

SEC CIK
0001125727
Latest filing
Jul 24, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 30, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
159
−9 vs. Q3 2023
Portfolio value
$1.35B
+$188.6M (+16.3%) vs. Q3 2023
Filed
Jan 30, 2024
SEC
Holdings of First Interstate Bank in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF348,122$166.3M12.3%+56,337+19.3%Added–
FIBKFirst Interstate Bancsystem IncCOM5,084,514$156.3M11.6%−1,002,746−16.5%ReducedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,683,911$136.9M10.1%+2,211+0.1%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,214,020$131.3M9.7%−385,780−14.8%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF271,297$75.2M5.6%+54,952+25.4%Added–
iShares Tr46434V803HDG MSCI EAFE1,777,313$56.0M4.2%+402,257+29.3%Added–
iShares Core S&P Small Cap ETF464287804ETF499,911$54.1M4.0%+25,209+5.3%Added–
iShares Tr464288687PFD AND INCM SEC1,420,605$44.3M3.3%+1,110,626+358.3%Added–
iShares Core MSCI Europe ETF46434V738ETF725,192$39.9M3.0%−167,030−18.7%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF133,193$25.6M1.9%−517−0.4%Reduced–
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF898,672$22.7M1.7%+898,672New–
State Street Health Care Select Sector SPDR ETF81369Y209ETF164,667$22.5M1.7%−2,713−1.6%Reduced–
iShares Ibonds Dec 2033 Term Corporate ETF46436E130ETF753,418$19.5M1.4%+753,418New–
MSFTMicrosoft CorpStock50,359$18.9M1.4%−1,993−3.8%ReducedHistory
AAPLApple Inc.Stock97,598$18.8M1.4%−4,001−3.9%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF183,423$18.2M1.3%+158,004+621.6%Added–
AMZNAmazon Com IncStock108,685$16.5M1.2%−2,560−2.3%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF170,088$14.3M1.1%−3,001−1.7%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF110,384$12.6M0.9%−1,160−1.0%Reduced–
GOOGLAlphabet Inc.Stock75,160$10.5M0.8%−1,463−1.9%ReducedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF133,096$9.67M0.7%+1,481+1.1%Added–
LOWLowes Companies IncStock42,779$9.52M0.7%−1,139−2.6%ReducedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF240,450$9.04M0.7%+2,676+1.1%Added–
BRK.BBerkshire Hathaway IncStock25,290$9.02M0.7%−1,243−4.7%ReducedHistory
State Street SPDR S&P Semiconductor ETF78464A862ETF36,360$8.17M0.6%−1,144−3.1%Reduced–
CSCOCisco Systems, Inc.Stock160,316$8.10M0.6%+38,815+31.9%AddedHistory
JPMJPMorgan Chase & CoStock45,805$7.79M0.6%−1,897−4.0%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF87,616$7.49M0.6%−1,645−1.8%Reduced–
UNHUnitedHealth Group IncStock14,019$7.38M0.5%−628−4.3%ReducedHistory
PANWPalo Alto Networks IncStock23,653$6.97M0.5%−962−3.9%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF93,467$6.73M0.5%+1,651+1.8%Added–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF35,301$6.31M0.5%+1,583+4.7%Added–
NKENIKE, Inc.Stock56,667$6.15M0.5%−2,175−3.7%ReducedHistory
WMTWalmart Inc.Stock38,790$6.12M0.5%−1,172−2.9%ReducedHistory
iShares Tr464287556ISHARES BIOTECH42,428$5.76M0.4%−1,059−2.4%Reduced–
DISWalt Disney CoStock63,366$5.72M0.4%−1,485−2.3%ReducedHistory
MDLZMondelez International, Inc.Stock77,974$5.65M0.4%−1,975−2.5%ReducedHistory
MCDMcDonalds CorpStock18,921$5.61M0.4%−563−2.9%ReducedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF136,204$5.46M0.4%−3,907−2.8%Reduced–
AXPAmerican Express CoStock28,878$5.41M0.4%−1,331−4.4%ReducedHistory
UNPUnion Pacific CorpStock21,527$5.29M0.4%−752−3.4%ReducedHistory
COSTCostco Wholesale CorpStock7,922$5.23M0.4%−238−2.9%ReducedHistory
BXBlackstone Inc.COM37,576$4.92M0.4%−415−1.1%ReducedHistory
GSGoldman Sachs Group IncStock12,479$4.81M0.4%−518−4.0%ReducedHistory
PEPPepsiCo IncStock28,190$4.79M0.4%−1,175−4.0%ReducedHistory
CRMSalesforce, Inc.Stock18,077$4.76M0.4%−712−3.8%ReducedHistory
SCHWSchwab Charles CorpStock63,894$4.40M0.3%−1,123−1.7%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF59,724$3.78M0.3%−876−1.4%Reduced–
HONHoneywell International IncCOM17,960$3.77M0.3%−826−4.4%ReducedHistory
iShares MSCI Eafe ETF464287465ETF49,751$3.75M0.3%+2,281+4.8%Added–
SPYSPDR S&P 500 ETF TrustETF7,617$3.62M0.3%−2,192−22.3%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF86,712$3.49M0.3%+37,715+77.0%Added–
CMCSAComcast CorpStock76,814$3.37M0.2%−2,469−3.1%ReducedHistory
BMYBristol Myers Squibb CoStock61,657$3.16M0.2%−3,685−5.6%ReducedHistory
ABTAbbott LaboratoriesStock27,268$3.00M0.2%−932−3.3%ReducedHistory
EMREmerson Electric CoStock30,833$3.00M0.2%−1,734−5.3%ReducedHistory
QCOMQualcomm IncStock20,565$2.97M0.2%−638−3.0%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock22,854$2.94M0.2%−784−3.3%ReducedHistory
CCitigroup IncStock56,916$2.93M0.2%−1,963−3.3%ReducedHistory
MASMasco CorpCOM43,021$2.88M0.2%−1,877−4.2%ReducedHistory
BRK.ABerkshire Hathaway IncCL A5$2.71M0.2%00.0%UnchangedHistory
SWKSSkyworks Solutions, Inc.Stock24,108$2.71M0.2%−1,010−4.0%ReducedHistory
iShares Tr46428743220 YR TR BD ETF27,140$2.68M0.2%−81,175−74.9%Reduced–
HDHome Depot, Inc.Stock5,382$1.87M0.1%−241−4.3%ReducedHistory
FDXFedEx CorpStock7,086$1.79M0.1%−321−4.3%ReducedHistory
Vanguard S&P 500 ETF922908363ETF3,964$1.73M0.1%+241+6.5%Added–
NVDANVIDIA CorpStock3,020$1.50M0.1%−138−4.4%ReducedHistory
JNJJohnson & JohnsonStock9,130$1.43M0.1%−298−3.2%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF32,936$1.35M0.1%−1,173−3.4%Reduced–
ORCLOracle CorpStock12,789$1.35M0.1%−285−2.2%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF16,953$1.31M0.1%+2,689+18.9%Added–
MRKMerck & Co., Inc.Stock11,786$1.28M0.1%−824−6.5%ReducedHistory
FISVFiserv IncStock9,495$1.26M0.1%+44+0.5%AddedHistory
Schwab Strategic Tr808524862SHT TM US TRES25,822$1.25M0.1%00.0%Unchanged–
PGProcter & Gamble CoStock8,510$1.25M0.1%−496−5.5%ReducedHistory
GOOGAlphabet Inc.Stock8,833$1.24M0.1%+247+2.9%AddedHistory
TMOThermo Fisher Scientific Inc.Stock2,323$1.23M0.1%−210−8.3%ReducedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD15,681$1.21M0.1%−9,266−37.1%Reduced–
METAMeta Platforms, Inc.Stock3,394$1.20M0.1%−1,218−26.4%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT7,453$1.18M0.1%+678+10.0%Added–
ABBVAbbVie Inc.Stock7,419$1.15M0.1%−586−7.3%ReducedHistory
VVisa Inc.Stock4,302$1.12M0.1%+148+3.6%AddedHistory
XOMExxonMobil Holdings CorpCOM10,898$1.09M0.1%−177−1.6%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF14,026$1.09M0.1%−267−1.9%Reduced–
INTCIntel CorpStock20,791$1.04M0.1%−696−3.2%ReducedHistory
CVXChevron CorpStock6,712$1.00M0.1%−402−5.7%ReducedHistory
iShares Tr464287689RUSSELL 3000 ETF3,482$953.2K0.1%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF4,357$874.5K0.1%−346−7.4%Reduced–
MAMastercard IncStock1,949$831.3K0.1%−207−9.6%ReducedHistory
AEMAgnico Eagle Mines LtdStock14,779$810.6K0.1%00.0%UnchangedHistory
DHRDanaher CorpStock3,381$782.2K0.1%−14−0.4%ReducedHistory
Vanguard Real Estate ETF922908553ETF8,769$774.8K0.1%−607−6.5%Reduced–
iShares Tr46434VBG4IBONDS DEC24 ETF30,132$750.6K0.1%00.0%Unchanged–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF30,218$748.2K0.1%00.0%Unchanged–
ADPAutomatic Data Processing IncStock3,194$744.1K0.1%−130−3.9%ReducedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF30,673$733.1K0.1%00.0%Unchanged–
SYKStryker CorpStock2,390$715.7K0.1%−82−3.3%ReducedHistory
Vanguard Total World Stock ETF922042742ETF6,850$704.7K0.1%+50+0.7%Added–
BABoeing CoStock2,545$663.4K<0.1%−287−10.1%ReducedHistory
BLKBlackRock, Inc.COM807$655.1K<0.1%−46−5.4%ReducedHistory

Sold out since Q3 2023 (14)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of First Interstate Bank sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
ATVIActivision Blizzard, Inc.COM34,683$3.25M0.3%History
iShares Tr46434VAX8IBONDS DEC23 ETF24,475$620.7K0.1%–
Invesco QQQ Trust Series I46090E103ETF1,592$570.4K<0.1%–
iShares Tr464287184CHINA LG-CAP ETF21,159$561.3K<0.1%–
PIMCO ETF Tr72201R7830-5 HIGH YIELD4,567$412.4K<0.1%–
iShares Tr464288414NATIONAL MUN ETF3,404$349.0K<0.1%–
Vanguard Morningstar Value ETF922908744ETF2,341$322.9K<0.1%–
LMTLockheed Martin CorpStock630$257.6K<0.1%History
OLNOLIN CorpStock5,000$249.9K<0.1%History
iShares Tr464288158SHRT NAT MUN ETF2,368$243.6K<0.1%–
MOAltria Group, Inc.Stock5,633$236.9K<0.1%History
MDYSPDR S&P Midcap 400 ETF TrustETF505$230.6K<0.1%History
SPDR Series Trust78464A763ST STR SP DIV1,843$212.0K<0.1%–
WBDWarner Bros. Discovery, Inc.Stock11,391$123.7K<0.1%History