Skip to main content

First Interstate Bank

SEC CIK
0001125727
Latest filing
Jul 24, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 1, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
170
+11 vs. Q4 2023
Portfolio value
$1.44B
+$94.4M (+7.0%) vs. Q4 2023
Filed
May 1, 2024
SEC
Holdings of First Interstate Bank in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF343,532$180.6M12.5%−4,590−1.3%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,771,429$142.6M9.9%+87,518+5.2%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,300,861$134.7M9.3%+86,841+3.9%Added–
FIBKFirst Interstate Bancsystem IncCOM4,923,465$134.0M9.3%−161,049−3.2%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,409,159$85.6M5.9%+52,674+3.9%AddedConverted for a 5-for-1 split–
iShares Tr46434V803HDG MSCI EAFE2,366,477$82.5M5.7%+589,164+33.1%Added–
iShares Core S&P Small Cap ETF464287804ETF493,240$54.5M3.8%−6,671−1.3%Reduced–
iShares Tr464288687PFD AND INCM SEC1,612,068$52.0M3.6%+191,463+13.5%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF824,094$37.6M2.6%+824,094New–
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF1,086,234$26.9M1.9%+187,562+20.9%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF127,934$26.6M1.8%−5,259−3.9%Reduced–
Global X FDS37954Y673US INFR DEV ETF651,479$25.9M1.8%+651,479New–
iShares Ibonds Dec 2033 Term Corporate ETF46436E130ETF975,698$24.9M1.7%+222,280+29.5%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF156,502$23.1M1.6%−8,165−5.0%Reduced–
MSFTMicrosoft CorpStock48,357$20.3M1.4%−2,002−4.0%ReducedHistory
AMZNAmazon Com IncStock103,049$18.6M1.3%−5,636−5.2%ReducedHistory
AAPLApple Inc.Stock92,471$15.9M1.1%−5,127−5.3%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF161,688$15.3M1.1%−8,400−4.9%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF105,535$13.3M0.9%−4,849−4.4%Reduced–
GOOGLAlphabet Inc.Stock71,002$10.7M0.7%−4,158−5.5%ReducedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF130,957$10.7M0.7%−2,139−1.6%Reduced–
LOWLowes Companies IncStock40,037$10.2M0.7%−2,742−6.4%ReducedHistory
iShares Core MSCI Europe ETF46434V738ETF175,831$10.2M0.7%−549,361−75.8%Reduced–
BRK.BBerkshire Hathaway IncStock24,034$10.1M0.7%−1,256−5.0%ReducedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF239,567$10.1M0.7%−883−0.4%Reduced–
JPMJPMorgan Chase & CoStock43,802$8.77M0.6%−2,003−4.4%ReducedHistory
State Street SPDR S&P Semiconductor ETF78464A862ETF34,854$8.09M0.6%−1,506−4.1%Reduced–
CSCOCisco Systems, Inc.Stock157,367$7.85M0.5%−2,949−1.8%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF83,168$7.73M0.5%−4,448−5.1%Reduced–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF191,343$7.56M0.5%+55,139+40.5%Added–
DISWalt Disney CoStock59,291$7.25M0.5%−4,075−6.4%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF92,557$7.07M0.5%−910−1.0%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF102,035$6.70M0.5%+42,311+70.8%Added–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF35,967$6.61M0.5%+666+1.9%Added–
WMTWalmart Inc.Stock109,838$6.61M0.5%−6,532−5.6%ReducedConverted for a 3-for-1 splitHistory
UNHUnitedHealth Group IncStock13,283$6.57M0.5%−736−5.3%ReducedHistory
PANWPalo Alto Networks IncStock22,781$6.47M0.4%−872−3.7%ReducedHistory
AXPAmerican Express CoStock27,040$6.16M0.4%−1,838−6.4%ReducedHistory
iShares Tr464287556ISHARES BIOTECH41,108$5.64M0.4%−1,320−3.1%Reduced–
COSTCostco Wholesale CorpStock7,451$5.46M0.4%−471−5.9%ReducedHistory
MDLZMondelez International, Inc.Stock75,224$5.27M0.4%−2,750−3.5%ReducedHistory
NKENIKE, Inc.Stock54,831$5.15M0.4%−1,836−3.2%ReducedHistory
CRMSalesforce, Inc.Stock17,015$5.12M0.4%−1,062−5.9%ReducedHistory
MCDMcDonalds CorpStock18,064$5.09M0.4%−857−4.5%ReducedHistory
UNPUnion Pacific CorpStock20,523$5.05M0.3%−1,004−4.7%ReducedHistory
GSGoldman Sachs Group IncStock11,803$4.93M0.3%−676−5.4%ReducedHistory
PEPPepsiCo IncStock27,299$4.78M0.3%−891−3.2%ReducedHistory
BXBlackstone Inc.COM35,829$4.71M0.3%−1,747−4.6%ReducedHistory
SCHWSchwab Charles CorpStock60,804$4.40M0.3%−3,090−4.8%ReducedHistory
iShares MSCI Eafe ETF464287465ETF47,547$3.80M0.3%−2,204−4.4%Reduced–
HONHoneywell International IncCOM17,377$3.57M0.2%−583−3.2%ReducedHistory
CCitigroup IncStock54,697$3.46M0.2%−2,219−3.9%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF6,526$3.41M0.2%−1,091−14.3%ReducedHistory
QCOMQualcomm IncStock19,787$3.35M0.2%−778−3.8%ReducedHistory
EMREmerson Electric CoStock28,783$3.26M0.2%−2,050−6.6%ReducedHistory
BMYBristol Myers Squibb CoStock59,602$3.23M0.2%−2,055−3.3%ReducedHistory
MASMasco CorpCOM40,442$3.19M0.2%−2,579−6.0%ReducedHistory
CMCSAComcast CorpStock73,397$3.18M0.2%−3,417−4.4%ReducedHistory
BRK.ABerkshire Hathaway IncCL A5$3.17M0.2%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF32,007$3.13M0.2%−151,416−82.6%Reduced–
ICEIntercontinental Exchange, Inc.Stock21,677$2.98M0.2%−1,177−5.2%ReducedHistory
ABTAbbott LaboratoriesStock26,202$2.98M0.2%−1,066−3.9%ReducedHistory
iShares Tr46428743220 YR TR BD ETF26,938$2.55M0.2%−202−0.7%Reduced–
SWKSSkyworks Solutions, Inc.Stock23,042$2.50M0.2%−1,066−4.4%ReducedHistory
NVDANVIDIA CorpStock2,541$2.30M0.2%−479−15.9%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT12,975$2.20M0.2%+5,522+74.1%Added–
iShares Tr464287234MSCI EMG MKT ETF50,183$2.06M0.1%−36,529−42.1%Reduced–
HDHome Depot, Inc.Stock5,159$1.98M0.1%−223−4.1%ReducedHistory
FDXFedEx CorpStock6,768$1.96M0.1%−318−4.5%ReducedHistory
Vanguard S&P 500 ETF922908363ETF3,944$1.90M0.1%−20−0.5%Reduced–
XOMExxonMobil Holdings CorpCOM14,669$1.71M0.1%+3,771+34.6%AddedHistory
ORCLOracle CorpStock12,642$1.59M0.1%−147−1.1%ReducedHistory
METAMeta Platforms, Inc.Stock3,242$1.57M0.1%−152−4.5%ReducedHistory
FISVFiserv IncStock9,357$1.50M0.1%−138−1.5%ReducedHistory
ABBVAbbVie Inc.Stock8,085$1.47M0.1%+666+9.0%AddedHistory
MRKMerck & Co., Inc.Stock11,062$1.46M0.1%−724−6.1%ReducedHistory
JNJJohnson & JohnsonStock8,876$1.40M0.1%−254−2.8%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock2,280$1.33M0.1%−43−1.9%ReducedHistory
GOOGAlphabet Inc.Stock8,701$1.32M0.1%−132−1.5%ReducedHistory
PGProcter & Gamble CoStock7,976$1.29M0.1%−534−6.3%ReducedHistory
Schwab Strategic Tr808524862SHT TM US TRES25,822$1.24M0.1%00.0%Unchanged–
Vanguard Short-Term Bond ETF921937827ETF15,703$1.20M0.1%−1,250−7.4%Reduced–
iShares Tr464288513IBOXX HI YD ETF14,026$1.09M0.1%00.0%Unchanged–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD14,026$1.08M0.1%−1,655−10.6%Reduced–
VVisa Inc.Stock3,745$1.05M0.1%−557−12.9%ReducedHistory
iShares Tr464287689RUSSELL 3000 ETF3,482$1.04M0.1%00.0%Unchanged–
Vanguard Ftse Emerging Markets ETF922042858ETF24,920$1.04M0.1%−8,016−24.3%Reduced–
CVXChevron CorpStock6,404$1.01M0.1%−308−4.6%ReducedHistory
INTCIntel CorpStock20,616$910.6K0.1%−175−0.8%ReducedHistory
iShares Russell 2000 ETF464287655ETF4,251$894.0K0.1%−106−2.4%Reduced–
AEMAgnico Eagle Mines LtdStock14,779$881.6K0.1%00.0%UnchangedHistory
MAMastercard IncStock1,792$863.0K0.1%−157−8.1%ReducedHistory
SYKStryker CorpStock2,348$840.3K0.1%−42−1.8%ReducedHistory
DHRDanaher CorpStock3,298$823.6K0.1%−83−2.5%ReducedHistory
ADPAutomatic Data Processing IncStock3,113$777.4K0.1%−81−2.5%ReducedHistory
iShares Tr46434VBG4IBONDS DEC24 ETF30,252$757.8K0.1%+120+0.4%Added–
Vanguard Real Estate ETF922908553ETF8,757$757.3K0.1%−12−0.1%Reduced–
Vanguard Total World Stock ETF922042742ETF6,850$756.9K0.1%00.0%Unchanged–
SPDR Series Trust78464A284ST NUVE HIGH ETF29,331$753.5K0.1%+29,331New–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF30,258$750.7K0.1%+40+0.1%Added–

Sold out since Q4 2023 (5)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of First Interstate Bank sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
BABoeing CoStock2,545$663.4K<0.1%History
MDUMdu Resources Group IncStock23,097$457.3K<0.1%History
KNFKnife River CorpStock5,773$382.1K<0.1%History
Vanguard Morningstar Growth ETF922908736ETF738$229.4K<0.1%–
SRESempraStock2,678$200.1K<0.1%History