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First Interstate Bank

SEC CIK
0001125727
Latest filing
Jul 24, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 7, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
169
−1 vs. Q1 2024
Portfolio value
$1.51B
+$61.8M (+4.3%) vs. Q1 2024
Filed
Aug 7, 2024
SEC
Holdings of First Interstate Bank in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF333,996$182.8M12.1%−9,536−2.8%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,835,189$146.7M9.7%+63,760+3.6%Added–
FIBKFirst Interstate Bancsystem IncCOM4,886,916$135.7M9.0%−36,549−0.7%ReducedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,270,628$132.2M8.8%−30,233−1.3%Reduced–
iShares Tr46434V803HDG MSCI EAFE2,460,127$87.5M5.8%+93,650+4.0%Added–
iShares Core S&P Mid-Cap ETF464287507ETF1,410,992$82.6M5.5%+1,833+0.1%Added–
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF2,136,419$52.5M3.5%+1,050,185+96.7%Added–
iShares Tr464288687PFD AND INCM SEC1,641,062$51.8M3.4%+28,994+1.8%Added–
iShares Core S&P Small Cap ETF464287804ETF480,620$51.3M3.4%−12,620−2.6%Reduced–
iShares Ibonds Dec 2033 Term Corporate ETF46436E130ETF1,989,718$50.1M3.3%+1,014,020+103.9%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF919,850$41.8M2.8%+95,756+11.6%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF144,454$32.7M2.2%+16,520+12.9%Added–
Global X FDS37954Y673US INFR DEV ETF751,627$27.8M1.8%+100,148+15.4%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF148,114$21.6M1.4%−8,388−5.4%Reduced–
MSFTMicrosoft CorpStock47,718$21.3M1.4%−639−1.3%ReducedHistory
AMZNAmazon Com IncStock102,718$19.9M1.3%−331−0.3%ReducedHistory
AAPLApple Inc.Stock89,629$18.9M1.3%−2,842−3.1%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF156,947$14.3M1.0%−4,741−2.9%Reduced–
GOOGLAlphabet Inc.Stock68,535$12.5M0.8%−2,467−3.5%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF101,025$12.3M0.8%−4,510−4.3%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF131,419$11.3M0.7%+462+0.4%Added–
BRK.BBerkshire Hathaway IncStock23,574$9.59M0.6%−460−1.9%ReducedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF229,769$9.45M0.6%−9,798−4.1%Reduced–
JPMJPMorgan Chase & CoStock43,022$8.70M0.6%−780−1.8%ReducedHistory
LOWLowes Companies IncStock39,374$8.68M0.6%−663−1.7%ReducedHistory
State Street SPDR S&P Semiconductor ETF78464A862ETF34,195$8.46M0.6%−659−1.9%Reduced–
PANWPalo Alto Networks IncStock22,419$7.60M0.5%−362−1.6%ReducedHistory
CSCOCisco Systems, Inc.Stock154,719$7.35M0.5%−2,648−1.7%ReducedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF190,399$7.31M0.5%−944−0.5%Reduced–
WMTWalmart Inc.Stock105,755$7.16M0.5%−4,083−3.7%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF80,679$7.12M0.5%−2,489−3.0%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF91,837$7.03M0.5%−720−0.8%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF101,622$6.92M0.5%−413−0.4%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF36,578$6.67M0.4%+611+1.7%Added–
UNHUnitedHealth Group IncStock12,644$6.44M0.4%−639−4.8%ReducedHistory
COSTCostco Wholesale CorpStock7,307$6.21M0.4%−144−1.9%ReducedHistory
AXPAmerican Express CoStock26,363$6.10M0.4%−677−2.5%ReducedHistory
DISWalt Disney CoStock59,258$5.88M0.4%−33−0.1%ReducedHistory
iShares Semiconductor ETF464287523ETF23,278$5.74M0.4%+23,278New–
iShares Tr464287556ISHARES BIOTECH40,531$5.56M0.4%−577−1.4%Reduced–
GSGoldman Sachs Group IncStock11,472$5.19M0.3%−331−2.8%ReducedHistory
MDLZMondelez International, Inc.Stock71,785$4.70M0.3%−3,439−4.6%ReducedHistory
BXBlackstone Inc.COM37,035$4.58M0.3%+1,206+3.4%AddedHistory
UNPUnion Pacific CorpStock20,077$4.54M0.3%−446−2.2%ReducedHistory
MCDMcDonalds CorpStock17,644$4.50M0.3%−420−2.3%ReducedHistory
SCHWSchwab Charles CorpStock60,561$4.46M0.3%−243−0.4%ReducedHistory
PEPPepsiCo IncStock26,500$4.37M0.3%−799−2.9%ReducedHistory
CRMSalesforce, Inc.Stock16,863$4.34M0.3%−152−0.9%ReducedHistory
NKENIKE, Inc.Stock53,773$4.05M0.3%−1,058−1.9%ReducedHistory
QCOMQualcomm IncStock19,508$3.89M0.3%−279−1.4%ReducedHistory
iShares MSCI Eafe ETF464287465ETF48,482$3.80M0.3%+935+2.0%Added–
SPYSPDR S&P 500 ETF TrustETF6,901$3.76M0.2%+375+5.7%AddedHistory
HONHoneywell International IncCOM16,969$3.62M0.2%−408−2.3%ReducedHistory
CCitigroup IncStock54,057$3.43M0.2%−640−1.2%ReducedHistory
iShares Core MSCI Europe ETF46434V738ETF58,289$3.32M0.2%−117,542−66.8%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF31,801$3.09M0.2%−206−0.6%Reduced–
EMREmerson Electric CoStock27,890$3.07M0.2%−893−3.1%ReducedHistory
BRK.ABerkshire Hathaway IncCL A5$3.06M0.2%00.0%UnchangedHistory
NVDANVIDIA CorpStock23,875$2.95M0.2%−1,535−6.0%ReducedConverted for a 10-for-1 splitHistory
ICEIntercontinental Exchange, Inc.Stock21,476$2.94M0.2%−201−0.9%ReducedHistory
CMCSAComcast CorpStock71,836$2.81M0.2%−1,561−2.1%ReducedHistory
MASMasco CorpCOM40,195$2.68M0.2%−247−0.6%ReducedHistory
ABTAbbott LaboratoriesStock25,761$2.68M0.2%−441−1.7%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT15,654$2.57M0.2%+2,679+20.6%Added–
SWKSSkyworks Solutions, Inc.Stock22,748$2.42M0.2%−294−1.3%ReducedHistory
iShares Tr46428743220 YR TR BD ETF26,151$2.40M0.2%−787−2.9%Reduced–
BMYBristol Myers Squibb CoStock57,625$2.39M0.2%−1,977−3.3%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF50,183$2.14M0.1%00.0%Unchanged–
FDXFedEx CorpStock6,826$2.05M0.1%+58+0.9%AddedHistory
Vanguard S&P 500 ETF922908363ETF4,021$2.01M0.1%+77+2.0%Added–
ORCLOracle CorpStock12,579$1.78M0.1%−63−0.5%ReducedHistory
HDHome Depot, Inc.Stock5,139$1.77M0.1%−20−0.4%ReducedHistory
XOMExxonMobil Holdings CorpCOM15,130$1.74M0.1%+461+3.1%AddedHistory
METAMeta Platforms, Inc.Stock3,282$1.65M0.1%+40+1.2%AddedHistory
GOOGAlphabet Inc.Stock8,507$1.56M0.1%−194−2.2%ReducedHistory
FISVFiserv IncStock9,280$1.38M0.1%−77−0.8%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF17,679$1.36M0.1%+1,976+12.6%Added–
JNJJohnson & JohnsonStock9,260$1.35M0.1%+384+4.3%AddedHistory
ABBVAbbVie Inc.Stock7,628$1.31M0.1%−457−5.7%ReducedHistory
PGProcter & Gamble CoStock7,813$1.29M0.1%−163−2.0%ReducedHistory
MRKMerck & Co., Inc.Stock10,354$1.28M0.1%−708−6.4%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock2,283$1.26M0.1%+3+0.1%AddedHistory
Schwab Strategic Tr808524862SHT TM US TRES25,822$1.24M0.1%00.0%Unchanged–
Vanguard Ftse Emerging Markets ETF922042858ETF25,078$1.10M0.1%+158+0.6%Added–
iShares Tr464288513IBOXX HI YD ETF14,026$1.08M0.1%00.0%Unchanged–
iShares Tr464287689RUSSELL 3000 ETF3,449$1.06M0.1%−33−0.9%Reduced–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD13,476$1.04M0.1%−550−3.9%Reduced–
CVXChevron CorpStock6,629$1.04M0.1%+225+3.5%AddedHistory
VVisa Inc.Stock3,707$973.0K0.1%−38−1.0%ReducedHistory
AEMAgnico Eagle Mines LtdStock14,779$966.5K0.1%00.0%UnchangedHistory
SPDR Series Trust78464A284ST NUVE HIGH ETF37,159$945.3K0.1%+7,828+26.7%Added–
iShares Russell 2000 ETF464287655ETF4,284$869.2K0.1%+33+0.8%Added–
DHRDanaher CorpStock3,281$819.8K0.1%−17−0.5%ReducedHistory
SYKStryker CorpStock2,320$789.4K0.1%−28−1.2%ReducedHistory
Vanguard Total World Stock ETF922042742ETF6,850$771.5K0.1%00.0%Unchanged–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF32,442$769.8K0.1%+6,634+25.7%Added–
iShares Tr46434VBG4IBONDS DEC24 ETF30,252$760.2K0.1%00.0%Unchanged–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF30,258$752.2K<0.1%00.0%Unchanged–
iShares S&P 500 Growth ETF464287309ETF8,034$743.5K<0.1%−197−2.4%Reduced–
ADPAutomatic Data Processing IncStock3,084$736.1K<0.1%−29−0.9%ReducedHistory

Sold out since Q1 2024 (8)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of First Interstate Bank sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
EIMEaton Vance Municipal Bond FundCOM30,000$310.5K<0.1%History
SBUXStarbucks CorpStock2,467$225.5K<0.1%History
MDTMedtronic plcStock2,525$220.1K<0.1%History
PMPhilip Morris International Inc.Stock2,400$219.9K<0.1%History
WECWec Energy Group, Inc.Stock2,525$207.4K<0.1%History
OLNOLIN CorpStock3,500$205.8K<0.1%History
CMECME Group Inc.COM944$203.2K<0.1%History
NZFNuveen Municipal Credit Income FundCOM SH BEN INT11,368$139.1K<0.1%History