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First Interstate Bank

SEC CIK
0001125727
Latest filing
Jul 24, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 30, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
181
+11 vs. Q1 2025
Portfolio value
$1.70B
+$27.2M (+1.6%) vs. Q1 2025
Filed
Jul 30, 2025
SEC
Holdings of First Interstate Bank in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF1,744,398$144.6M8.5%−274,294−13.6%Reduced–
FIBKFirst Interstate Bancsystem IncCOM4,923,991$141.9M8.3%−129,351−2.6%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT750,597$136.4M8.0%−69,038−8.4%Reduced–
iShares Core S&P 500 ETF464287200ETF201,788$125.3M7.4%−3,906−1.9%Reduced–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS1,642,627$98.2M5.8%+13,364+0.8%Added–
iShares Core S&P Mid-Cap ETF464287507ETF1,496,608$92.8M5.5%+17,063+1.2%Added–
iShares Tr464288687PFD AND INCM SEC2,865,167$87.9M5.2%−143,869−4.8%Reduced–
iShares Core S&P Small Cap ETF464287804ETF664,698$72.6M4.3%−1,818−0.3%Reduced–
Vanguard Mortgage-Backed Securities ETF92206C771ETF1,242,741$57.6M3.4%+24,022+2.0%Added–
Flexshares Tr33939L407MORNSTAR UPSTR1,421,346$57.0M3.3%+643,232+82.7%Added–
iShares Tr46434V803HDG MSCI EAFE1,453,341$55.2M3.2%−1,036,391−41.6%Reduced–
Global X FDS37954Y673US INFR DEV ETF1,194,607$52.1M3.1%−23,152−1.9%Reduced–
iShares Ibonds Dec 2032 Term Corporate ETF46436E312ETF1,985,980$50.2M3.0%−44,830−2.2%Reduced–
iShares Ibonds Dec 2033 Term Corporate ETF46436E130ETF1,866,918$48.4M2.8%−42,144−2.2%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF131,563$33.3M2.0%−1,221−0.9%Reduced–
MSFTMicrosoft CorpStock42,960$21.4M1.3%−232−0.5%ReducedHistory
AAPLApple Inc.Stock82,264$16.9M1.0%−704−0.8%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF121,823$16.4M1.0%−1,457−1.2%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF150,019$16.3M1.0%−2,549−1.7%Reduced–
AMZNAmazon Com IncStock70,572$15.5M0.9%+705+1.0%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF252,186$13.2M0.8%−7,505−2.9%Reduced–
State Street Industrial Select Sector SPDR ETF81369Y704ETF84,781$12.5M0.7%−1,426−1.7%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF144,122$12.2M0.7%−98−0.1%Reduced–
GOOGLAlphabet Inc.Stock62,886$11.1M0.7%−612−1.0%ReducedHistory
PANWPalo Alto Networks IncStock50,805$10.4M0.6%−478−0.9%ReducedHistory
CSCOCisco Systems, Inc.Stock142,358$9.88M0.6%−278−0.2%ReducedHistory
BRK.BBerkshire Hathaway IncStock19,572$9.51M0.6%−1,279−6.1%ReducedHistory
JPMJPMorgan Chase & CoStock32,248$9.35M0.5%−6,473−16.7%ReducedHistory
WMTWalmart Inc.Stock93,887$9.18M0.5%−1,703−1.8%ReducedHistory
LOWLowes Companies IncStock35,507$7.88M0.5%−611−1.7%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF93,132$7.61M0.4%−1,720−1.8%Reduced–
State Street SPDR S&P Semiconductor ETF78464A862ETF29,163$7.48M0.4%−204−0.7%Reduced–
AXPAmerican Express CoStock23,179$7.39M0.4%−363−1.5%ReducedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF177,005$7.33M0.4%−2,015−1.1%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF88,901$7.20M0.4%−2,118−2.3%Reduced–
MCDMcDonalds CorpStock24,150$7.06M0.4%−663−2.7%ReducedHistory
COSTCostco Wholesale CorpStock6,859$6.79M0.4%−120−1.7%ReducedHistory
DISWalt Disney CoStock54,641$6.78M0.4%−949−1.7%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF70,396$6.18M0.4%−1,577−2.2%Reduced–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF28,431$6.18M0.4%−687−2.4%Reduced–
iShares Semiconductor ETF464287523ETF25,702$6.14M0.4%−402−1.5%Reduced–
HONHoneywell International IncCOM25,935$6.04M0.4%−613−2.3%ReducedHistory
NVDANVIDIA CorpStock36,525$5.77M0.3%−633−1.7%ReducedHistory
Goldman Sachs ETF Tr381430438EQUAL WEIGHT US66,446$5.42M0.3%+66,446New–
METAMeta Platforms, Inc.Stock7,195$5.31M0.3%−67−0.9%ReducedHistory
BXBlackstone Inc.COM35,222$5.27M0.3%−122−0.3%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD55,004$5.27M0.3%+55,004New–
State Street SPDR S&P Regional Banking ETF78464A698ETF78,135$4.64M0.3%−902−1.1%Reduced–
iShares Tr464287556ISHARES BIOTECH36,354$4.60M0.3%−1,023−2.7%Reduced–
MDLZMondelez International, Inc.Stock64,712$4.36M0.3%−1,393−2.1%ReducedHistory
CRMSalesforce, Inc.Stock15,692$4.28M0.3%−145−0.9%ReducedHistory
UNPUnion Pacific CorpStock18,010$4.14M0.2%−362−2.0%ReducedHistory
CCitigroup IncStock48,071$4.09M0.2%−759−1.6%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF6,349$3.92M0.2%+702+12.4%AddedHistory
Vanguard S&P 500 ETF922908363ETF6,342$3.60M0.2%+10.0%Added–
PFEPfizer IncStock142,337$3.45M0.2%−5,600−3.8%ReducedHistory
UNHUnitedHealth Group IncStock11,054$3.45M0.2%−269−2.4%ReducedHistory
ABTAbbott LaboratoriesStock24,858$3.38M0.2%−431−1.7%ReducedHistory
HDHome Depot, Inc.Stock9,012$3.30M0.2%−8−0.1%ReducedHistory
iShares MSCI Eafe ETF464287465ETF35,806$3.20M0.2%−150−0.4%Reduced–
EMREmerson Electric CoStock23,652$3.15M0.2%−461−1.9%ReducedHistory
PEPPepsiCo IncStock23,736$3.13M0.2%−661−2.7%ReducedHistory
KKRKKR & Co. Inc.COM23,417$3.12M0.2%+23,417NewHistory
Invesco QQQ Trust Series I46090E103ETF5,339$2.95M0.2%+130+2.5%Added–
BRK.ABerkshire Hathaway IncCL A4$2.92M0.2%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock10,327$2.85M0.2%−58−0.6%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF28,573$2.83M0.2%−331−1.1%Reduced–
ORCLOracle CorpStock12,328$2.70M0.2%−88−0.7%ReducedHistory
BMYBristol Myers Squibb CoStock52,277$2.42M0.1%−1,264−2.4%ReducedHistory
MASMasco CorpCOM36,647$2.36M0.1%−837−2.2%ReducedHistory
Global X FDS37954Y657US PFD ETF121,662$2.29M0.1%+121,662New–
iShares Tr464287234MSCI EMG MKT ETF43,422$2.09M0.1%00.0%Unchanged–
iShares Tr464287150CORE S&P TTL STK14,908$2.01M0.1%+14,908New–
Vanguard Short-Term Bond ETF921937827ETF21,994$1.73M0.1%+1,784+8.8%Added–
AEMAgnico Eagle Mines LtdStock14,279$1.70M0.1%00.0%UnchangedHistory
FISVFiserv IncStock8,437$1.45M0.1%−422−4.8%ReducedHistory
JNJJohnson & JohnsonStock9,258$1.41M0.1%−460−4.7%ReducedHistory
ABBVAbbVie Inc.Stock7,233$1.34M0.1%−587−7.5%ReducedHistory
GOOGAlphabet Inc.Stock7,254$1.29M0.1%−303−4.0%ReducedHistory
XOMExxonMobil Holdings CorpCOM11,891$1.28M0.1%00.0%UnchangedHistory
Schwab Strategic Tr808524862SHT TM US TRES49,392$1.20M0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock2,898$1.18M0.1%+7+0.2%AddedHistory
VVisa Inc.Stock3,296$1.17M0.1%−120−3.5%ReducedHistory
PGProcter & Gamble CoStock7,211$1.15M0.1%−118−1.6%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF13,614$1.10M0.1%00.0%Unchanged–
ADPAutomatic Data Processing IncStock3,458$1.07M0.1%−111−3.1%ReducedHistory
DEDeere & CoStock1,967$1.00M0.1%−25−1.3%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF19,915$985.0K0.1%+774+4.0%Added–
APHAmphenol CorpCL A9,600$948.0K0.1%00.0%UnchangedHistory
CVXChevron CorpStock6,349$909.1K0.1%−89−1.4%ReducedHistory
iShares Tr464287689RUSSELL 3000 ETF2,560$898.6K0.1%00.0%Unchanged–
TAT&T Inc.Stock30,230$874.9K0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock1,235$874.1K0.1%+2+0.2%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD10,946$870.2K0.1%00.0%Unchanged–
MRKMerck & Co., Inc.Stock10,982$869.3K0.1%−1,240−10.1%ReducedHistory
SYKStryker CorpStock2,170$858.5K0.1%−78−3.5%ReducedHistory
Vanguard Total World Stock ETF922042742ETF6,650$854.7K0.1%−200−2.9%Reduced–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF35,211$854.6K0.1%00.0%Unchanged–
iShares Russell 2000 ETF464287655ETF3,871$835.3K<0.1%−100−2.5%Reduced–
QCOMQualcomm IncStock5,238$834.2K<0.1%−125−2.3%ReducedHistory

Sold out since Q1 2025 (5)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of First Interstate Bank sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
DFSDiscover Financial ServicesCOM2,273$388.0K<0.1%History
COPConocoPhillipsStock2,525$265.2K<0.1%History
WMWaste Management IncStock896$207.4K<0.1%History
iShares Tr46438G653IBONDS DEC 20347,836$202.1K<0.1%–
WBDWarner Bros. Discovery, Inc.Stock11,996$128.7K<0.1%History