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First Interstate Bank

SEC CIK
0001125727
Latest filing
Jul 24, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Oct 29, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
187
+18 vs. Q2 2024
Portfolio value
$1.65B
+$140.8M (+9.4%) vs. Q2 2024
Filed
Oct 29, 2024
SEC
Holdings of First Interstate Bank in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF332,104$191.6M11.6%−1,892−0.6%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,848,260$154.8M9.4%+13,071+0.7%Added–
FIBKFirst Interstate Bancsystem IncCOM4,879,281$149.7M9.1%−7,635−0.2%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF1,442,063$89.9M5.5%+31,071+2.2%Added–
iShares Tr46434V803HDG MSCI EAFE2,508,956$88.9M5.4%+48,829+2.0%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS1,366,684$82.6M5.0%−903,944−39.8%Reduced–
iShares Core S&P Small Cap ETF464287804ETF646,806$75.7M4.6%+166,186+34.6%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT379,553$68.0M4.1%+363,899+2,324.6%Added–
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF2,167,641$55.7M3.4%+31,222+1.5%Added–
iShares Tr464288687PFD AND INCM SEC1,651,210$54.9M3.3%+10,148+0.6%Added–
iShares Ibonds Dec 2033 Term Corporate ETF46436E130ETF2,023,694$53.4M3.2%+33,976+1.7%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF1,028,551$48.6M2.9%+108,701+11.8%Added–
Global X FDS37954Y673US INFR DEV ETF1,109,398$45.7M2.8%+357,771+47.6%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF139,953$31.6M1.9%−4,501−3.1%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF143,954$22.2M1.3%−4,160−2.8%Reduced–
AAPLApple Inc.Stock89,388$20.8M1.3%−241−0.3%ReducedHistory
MSFTMicrosoft CorpStock46,569$20.0M1.2%−1,149−2.4%ReducedHistory
AMZNAmazon Com IncStock101,470$18.9M1.1%−1,248−1.2%ReducedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF175,926$15.9M1.0%+44,507+33.9%Added–
State Street Energy Select Sector SPDR ETF81369Y506ETF156,228$13.7M0.8%−719−0.5%Reduced–
GOOGLAlphabet Inc.Stock67,973$11.3M0.7%−562−0.8%ReducedHistory
BRK.BBerkshire Hathaway IncStock23,514$10.8M0.7%−60−0.3%ReducedHistory
LOWLowes Companies IncStock39,586$10.7M0.7%+212+0.5%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF209,787$9.51M0.6%−19,982−8.7%Reduced–
JPMJPMorgan Chase & CoStock42,508$8.96M0.5%−514−1.2%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF65,899$8.93M0.5%−35,126−34.8%Reduced–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF189,866$8.48M0.5%−533−0.3%Reduced–
State Street Utilities Select Sector SPDR ETF81369Y886ETF103,426$8.35M0.5%+1,804+1.8%Added–
WMTWalmart Inc.Stock103,049$8.32M0.5%−2,706−2.6%ReducedHistory
CSCOCisco Systems, Inc.Stock153,867$8.19M0.5%−852−0.6%ReducedHistory
State Street SPDR S&P Semiconductor ETF78464A862ETF32,227$7.74M0.5%−1,968−5.8%Reduced–
State Street Materials Select Sector SPDR ETF81369Y100ETF79,360$7.65M0.5%−1,319−1.6%Reduced–
PANWPalo Alto Networks IncStock22,237$7.60M0.5%−182−0.8%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF91,105$7.56M0.5%−732−0.8%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF36,531$7.32M0.4%−47−0.1%Reduced–
UNHUnitedHealth Group IncStock12,304$7.19M0.4%−340−2.7%ReducedHistory
AXPAmerican Express CoStock25,618$6.95M0.4%−745−2.8%ReducedHistory
COSTCostco Wholesale CorpStock7,456$6.61M0.4%+149+2.0%AddedHistory
iShares Semiconductor ETF464287523ETF26,027$6.00M0.4%+2,749+11.8%Added–
iShares Tr464287556ISHARES BIOTECH40,091$5.84M0.4%−440−1.1%Reduced–
BXBlackstone Inc.COM37,414$5.73M0.3%+379+1.0%AddedHistory
GSGoldman Sachs Group IncStock11,231$5.56M0.3%−241−2.1%ReducedHistory
DISWalt Disney CoStock57,612$5.54M0.3%−1,646−2.8%ReducedHistory
MCDMcDonalds CorpStock17,195$5.24M0.3%−449−2.5%ReducedHistory
MDLZMondelez International, Inc.Stock70,989$5.23M0.3%−796−1.1%ReducedHistory
UNPUnion Pacific CorpStock19,573$4.82M0.3%−504−2.5%ReducedHistory
NKENIKE, Inc.Stock53,984$4.77M0.3%+211+0.4%AddedHistory
CRMSalesforce, Inc.Stock16,583$4.54M0.3%−280−1.7%ReducedHistory
PEPPepsiCo IncStock25,983$4.42M0.3%−517−2.0%ReducedHistory
SCHWSchwab Charles CorpStock62,051$4.02M0.2%+1,490+2.5%AddedHistory
Vanguard S&P 500 ETF922908363ETF6,910$3.65M0.2%+2,889+71.8%Added–
HDHome Depot, Inc.Stock8,951$3.63M0.2%+3,812+74.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF6,163$3.54M0.2%−738−10.7%ReducedHistory
BRK.ABerkshire Hathaway IncCL A5$3.46M0.2%00.0%UnchangedHistory
HONHoneywell International IncCOM16,557$3.42M0.2%−412−2.4%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock21,040$3.38M0.2%−436−2.0%ReducedHistory
CCitigroup IncStock53,260$3.33M0.2%−797−1.5%ReducedHistory
MASMasco CorpCOM39,448$3.31M0.2%−747−1.9%ReducedHistory
QCOMQualcomm IncStock19,357$3.29M0.2%−151−0.8%ReducedHistory
iShares MSCI Eafe ETF464287465ETF37,784$3.16M0.2%−10,698−22.1%Reduced–
CMCSAComcast CorpStock72,322$3.02M0.2%+486+0.7%AddedHistory
ABTAbbott LaboratoriesStock26,004$2.96M0.2%+243+0.9%AddedHistory
BMYBristol Myers Squibb CoStock56,730$2.94M0.2%−895−1.6%ReducedHistory
EMREmerson Electric CoStock26,748$2.93M0.2%−1,142−4.1%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF27,921$2.83M0.2%−3,880−12.2%Reduced–
NVDANVIDIA CorpStock21,177$2.57M0.2%−2,698−11.3%ReducedHistory
iShares Tr46428743220 YR TR BD ETF24,074$2.36M0.1%−2,077−7.9%Reduced–
iShares Tr464287234MSCI EMG MKT ETF50,183$2.30M0.1%00.0%Unchanged–
SWKSSkyworks Solutions, Inc.Stock22,396$2.21M0.1%−352−1.5%ReducedHistory
ORCLOracle CorpStock12,464$2.12M0.1%−115−0.9%ReducedHistory
AVGOBroadcom Inc.Stock10,420$1.80M0.1%+10,420NewHistory
FDXFedEx CorpStock6,564$1.80M0.1%−262−3.8%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock2,901$1.79M0.1%+618+27.1%AddedHistory
XOMExxonMobil Holdings CorpCOM14,968$1.75M0.1%−162−1.1%ReducedHistory
METAMeta Platforms, Inc.Stock3,021$1.73M0.1%−261−8.0%ReducedHistory
FISVFiserv IncStock9,281$1.67M0.1%+10.0%AddedHistory
JNJJohnson & JohnsonStock10,144$1.64M0.1%+884+9.5%AddedHistory
ABBVAbbVie Inc.Stock7,662$1.51M0.1%+34+0.4%AddedHistory
GOOGAlphabet Inc.Stock8,571$1.43M0.1%+64+0.8%AddedHistory
PGProcter & Gamble CoStock8,079$1.40M0.1%+266+3.4%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF17,679$1.39M0.1%00.0%Unchanged–
MRKMerck & Co., Inc.Stock12,114$1.38M0.1%+1,760+17.0%AddedHistory
Schwab Strategic Tr808524862SHT TM US TRES24,696$1.21M0.1%−1,126−4.4%Reduced–
AEMAgnico Eagle Mines LtdStock14,479$1.17M0.1%−300−2.0%ReducedHistory
iShares Tr464287689RUSSELL 3000 ETF3,449$1.13M0.1%00.0%Unchanged–
iShares Tr464288513IBOXX HI YD ETF13,614$1.09M0.1%−412−2.9%Reduced–
CVXChevron CorpStock7,214$1.06M0.1%+585+8.8%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD13,036$1.04M0.1%−440−3.3%Reduced–
VVisa Inc.Stock3,722$1.02M0.1%+15+0.4%AddedHistory
iShares Core MSCI Europe ETF46434V738ETF16,352$996.3K0.1%−41,937−71.9%Reduced–
ADPAutomatic Data Processing IncStock3,562$985.7K0.1%+478+15.5%AddedHistory
SPDR Series Trust78464A284ST NUVE HIGH ETF37,159$976.2K0.1%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF4,300$949.8K0.1%+16+0.4%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF18,862$902.5K0.1%−6,216−24.8%Reduced–
DHRDanaher CorpStock3,242$901.3K0.1%−39−1.2%ReducedHistory
KOCoca Cola CoStock12,345$887.1K0.1%+6,990+130.5%AddedHistory
Vanguard Total World Stock ETF922042742ETF6,850$819.9K<0.1%00.0%Unchanged–
SYKStryker CorpStock2,233$806.7K<0.1%−87−3.8%ReducedHistory
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF32,442$790.6K<0.1%00.0%Unchanged–
MAMastercard IncStock1,580$780.2K<0.1%−83−5.0%ReducedHistory

Sold out since Q2 2024 (4)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of First Interstate Bank sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
Vanguard Malvern FDS922020805STRM INFPROIDX6,815$330.8K<0.1%–
AIGAmerican International Group, Inc.Stock3,250$241.3K<0.1%History
TSNTyson Foods, Inc.Stock3,687$210.7K<0.1%History
MPCMarathon Petroleum CorpStock1,200$208.2K<0.1%History