BTC Capital Management, Inc.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 19, 2024
Value $
$1.08B
Signature - Title
Paul Larsen - Chief Compliance Officer
Location
453 7 Th Street, Des Moines, IA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 210 $1.08B +$80.2M -$85.4M -$5.2M BND, MSFT, AAPL, NVDA, IWF 13F-HR 7/19/2024, 03:43 PM
Q1 2024 225 $1.09B +$105M -$35.3M +$69.4M BND, MSFT, AAPL, EFA, IWF 13F-HR 4/10/2024, 07:43 PM
Q3 2023 237 $866M +$8.61M -$33.2M -$24.6M BND, AAPL, MSFT, EFA, IWF 13F-HR 10/17/2023, 12:06 PM
Q2 2023 244 $924M +$44.8M -$44.8M -$65.6K AAPL, BND, MSFT, EFA, IWF 13F-HR 7/11/2023, 05:27 PM
Q1 2023 233 $865M +$36.5M -$45.3M -$8.87M BND, AAPL, MSFT, EFA, IWF 13F-HR 4/6/2023, 05:44 PM
Q4 2022 247 $831M +$46.1M -$46.6M -$520K BND, AAPL, MSFT, EFA, IWF 13F-HR 1/27/2023, 02:59 PM
Q3 2022 242 $762M +$59.6M -$51.4M +$8.19M BND, AAPL, MSFT, EFA, GOOGL 13F-HR 10/17/2022, 11:15 AM
Q2 2022 252 $818M +$55.6M -$73.6M -$18M BND, AAPL, MSFT, EFA, IWD Restatement 8/5/2022, 06:00 PM
Q1 2022 260 $1.01B +$121M -$69.6M +$51.4M BND, AAPL, MSFT, EFA, STLD 13F-HR 5/6/2022, 09:12 AM
Q4 2021 258 $1.01B +$79.9M -$38.6M +$41.3M BND, AAPL, MSFT, EFA, GOOGL 13F-HR 2/9/2022, 11:34 AM
Q3 2021 202 $891M +$69.8M -$47.7M +$22.1M BND, AAPL, MSFT, EFA, GOOGL 13F-HR 11/15/2021, 10:03 AM
Q2 2021 215 $878M +$29.3M -$106M -$76.4M BND, AAPL, MSFT, EFA, IWF 13F-HR 8/2/2021, 03:29 PM
Q1 2021 231 $896M +$62.1M -$47.4M +$14.7M BND, AAPL, MSFT, IWB, EFA 13F-HR 5/3/2021, 05:55 PM
Q4 2020 222 $838M +$87.3M -$41.4M +$45.9M BND, IWB, AAPL, MSFT, EFA 13F-HR 1/28/2021, 03:53 PM
Q3 2020 195 $717M +$65.9M -$28.4M +$37.5M BND, IWB, AAPL, MSFT, EFA 13F-HR 10/14/2020, 12:59 PM
Q2 2020 182 $654M +$71M -$34.3M +$36.7M BND, MSFT, IWB, AAPL, EFA 13F-HR 8/4/2020, 01:24 PM
Q1 2020 161 $524M +$12.9M -$55.5M -$42.5M BND, MSFT, EFA, IWB, AAPL 13F-HR 5/6/2020, 11:18 AM
Q4 2019 185 $702M +$50.4M -$23.6M +$26.8M BND, EFA, IWB, MSFT, AAPL 13F-HR 2/13/2020, 10:29 AM
Q3 2019 188 $626M +$39.3M -$41.6M -$2.36M BND, EFA, IWB, IVV, MSFT 13F-HR 10/18/2019, 10:40 AM
Q2 2019 192 $618M +$29.3M -$57.6M -$28.3M BND, EFA, IWB, IVV, MSFT 13F-HR 7/26/2019, 05:17 PM
Q1 2019 182 $627M +$29.4M -$26.1M +$3.32M BND, EFA, IWB, IVV, MSFT 13F-HR 5/16/2019, 10:11 AM
Q4 2018 173 $558M +$73.7M -$26.9M +$46.8M BND, EFA, IWB, IVV, MSFT 13F-HR 2/13/2019, 11:22 AM
Q3 2018 169 $586M +$196M -$58.7M +$138M BND, EFA, IVV, IWB, AAPL 13F-HR 11/14/2018, 12:18 PM
Q2 2018 145 $423M +$21.8M -$214M -$192M AAPL, MSFT, CVX, JPM, HON 13F-HR 8/15/2018, 04:59 PM
Q1 2018 183 $611M +$76.1M -$36.8M +$39.3M BND, EFA, IWB, IVV, IWM 13F-HR 5/9/2018, 01:10 PM
Q4 2017 171 $581M +$29M -$37.6M -$8.58M BND, EFA, IWB, IVV, IWM 13F-HR 1/29/2018, 08:29 AM
Q3 2017 165 $559M +$19.8M -$39.6M -$19.7M BND, EFA, IWB, IVV, IWM 13F-HR 11/6/2017, 02:44 PM
Q2 2017 178 $553M +$25.9M -$21M +$4.96M BND, EFA, IWB, IVV, IWM 13F-HR 8/2/2017, 10:04 AM
Q1 2017 169 $536M +$36.6M -$26.7M +$9.86M BND, EFA, IWB, IVV, IWM 13F-HR 4/26/2017, 06:06 PM
Q4 2016 176 $505M +$28.2M -$19M +$9.13M BND, EFA, IWB, IVV, IWM 13F-HR 2/1/2017, 02:19 PM
Q3 2016 170 $480M +$70.9M -$66.1M +$4.78M BND, EFA, IVV, IWB, IWM 13F-HR 10/26/2016, 09:28 AM
Q2 2016 163 $462M +$68.5M -$46.2M +$22.3M BND, EFA, IWB, IVV, IWM 13F-HR 8/1/2016, 09:55 AM
Q1 2016 163 $434M +$44.4M -$34.8M +$9.51M BND, EFA, IVV, IWB, AAPL 13F-HR 5/2/2016, 09:04 AM
Q4 2015 169 $427M +$32.6M -$34.8M -$2.22M BND, EFA, IVV, IWB, WBA 13F-HR 2/8/2016, 11:23 AM
Q3 2015 169 $415M +$59.5M -$39.3M +$20.2M BND, EFA, IVV, IWB, IJH 13F-HR 10/21/2015, 05:38 PM
Q2 2015 157 $430M +$52.1M -$56.9M -$4.88M BND, EFA, IWB, IVV, IJH 13F-HR 8/4/2015, 11:38 AM
Q1 2015 156 $435M +$68.4M -$44.8M +$23.5M EFA, BND, IWB, IVV, IWM 13F-HR 5/11/2015, 04:30 PM
Q4 2014 136 $404M +$38.9M -$44.7M -$5.83M EFA, BND, IWB, IVV, IWM 13F-HR 2/11/2015, 04:15 PM
Q3 2014 144 $395M $0 $0 BND, EFA, IWB, IVV, IWM Restatement 2/13/2015, 06:10 PM