Israel Discount Bank of New York
Latest statistics and disclosures from Israel Discount Bank of New York's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IBND, SPY, IGIB, IEUR, IVV, and represent 34.68% of Israel Discount Bank of New York's stock portfolio.
- Added to shares of these 10 stocks: SPY, SPLV, IBND, IGOV, USHY, SHY, BCIL, EPP, DIS, IEI.
- Started 4 new stock positions in USHY, DIS, SPLV, GOOG.
- Reduced shares in these 10 stocks: IEF, UL, IGLB, IGSB, MBB, EEM, AAPL, GOOGL, IWM, IEUR.
- Sold out of its positions in AMD, BIIB, META, HD, IWM, MBB, MA, UL.
- Israel Discount Bank of New York was a net buyer of stock by $2.5M.
- Israel Discount Bank of New York has $37M in assets under management (AUM), dropping by 8.78%.
- Central Index Key (CIK): 0001706511
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Portfolio Holdings for Israel Discount Bank of New York
Israel Discount Bank of New York holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Bloomberg Intl (IBND) | 10.0 | $3.7M | +77% | 114k | 32.11 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 8.5 | $3.1M | +982% | 4.6k | 681.92 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 5.8 | $2.1M | -8% | 40k | 53.88 |
|
| Ishares Tr Core Msci Euro (IEUR) | 5.3 | $1.9M | -13% | 27k | 70.98 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.1 | $1.9M | +2% | 2.7k | 684.94 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.8 | $1.8M | 9.2k | 191.56 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 4.6 | $1.7M | -19% | 31k | 54.71 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 4.6 | $1.7M | +234% | 41k | 41.66 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 4.5 | $1.7M | NEW | 23k | 71.42 |
|
| Shell Spon Ads (SHEL) | 3.9 | $1.4M | 19k | 73.48 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.8 | $1.4M | -30% | 27k | 52.88 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.7 | $1.4M | -52% | 14k | 96.16 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.1 | $1.1M | +107% | 14k | 82.82 |
|
| Exchange Listed Fds Tr Bancreek Int Lc (BCIL) | 3.0 | $1.1M | +97% | 39k | 27.92 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.7 | $980k | +28% | 8.2k | 119.35 |
|
| S&p Global (SPGI) | 2.4 | $888k | 1.7k | 522.59 |
|
|
| Ishares Msci Pac Jp Etf (EPP) | 2.3 | $861k | +106% | 17k | 50.47 |
|
| Ishares Msci Jpn Etf New (EWJ) | 2.3 | $845k | +18% | 11k | 80.74 |
|
| Ishares Tr Broad Usd High (USHY) | 2.1 | $764k | NEW | 20k | 37.40 |
|
| Procter & Gamble Company (PG) | 1.9 | $688k | -5% | 4.8k | 143.31 |
|
| Microsoft Corporation (MSFT) | 1.8 | $651k | -12% | 1.3k | 483.62 |
|
| Ishares Msci Israel Etf (EIS) | 1.3 | $494k | 4.5k | 110.03 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.2 | $423k | +3% | 5.4k | 77.68 |
|
| Exchange Listed Fds Tr Bancreek Us Larg (BCUS) | 1.1 | $415k | +35% | 13k | 32.28 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $409k | -10% | 3.4k | 120.34 |
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.9 | $348k | -68% | 6.9k | 50.45 |
|
| Colgate-Palmolive Company (CL) | 0.9 | $348k | 4.4k | 79.02 |
|
|
| Apple (AAPL) | 0.9 | $347k | -51% | 1.3k | 271.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $329k | -51% | 1.1k | 313.00 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $328k | -36% | 1.0k | 322.22 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.8 | $282k | -41% | 2.9k | 96.27 |
|
| Walt Disney Company (DIS) | 0.7 | $273k | NEW | 2.4k | 113.77 |
|
| Nextera Energy (NEE) | 0.7 | $267k | -12% | 3.3k | 80.28 |
|
| Johnson & Johnson (JNJ) | 0.6 | $237k | -16% | 1.1k | 206.95 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $211k | -30% | 1.1k | 186.50 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $211k | NEW | 672.00 | 313.80 |
|
| Amazon (AMZN) | 0.6 | $207k | -53% | 898.00 | 230.82 |
|
Past Filings by Israel Discount Bank of New York
SEC 13F filings are viewable for Israel Discount Bank of New York going back to 2017
- Israel Discount Bank of New York 2025 Q4 filed Jan. 28, 2026
- Israel Discount Bank of New York 2025 Q3 filed Nov. 12, 2025
- Israel Discount Bank of New York 2025 Q2 filed Aug. 5, 2025
- Israel Discount Bank of New York 2025 Q1 filed April 30, 2025
- Israel Discount Bank of New York 2024 Q4 filed Feb. 14, 2025
- Israel Discount Bank of New York 2024 Q3 filed Nov. 8, 2024
- Israel Discount Bank of New York 2024 Q2 filed Aug. 13, 2024
- Israel Discount Bank of New York 2024 Q1 filed May 7, 2024
- Israel Discount Bank of New York 2023 Q4 filed Feb. 5, 2024
- Israel Discount Bank of New York 2023 Q3 filed Nov. 13, 2023
- Israel Discount Bank of New York 2023 Q2 filed July 25, 2023
- Israel Discount Bank of New York 2023 Q1 filed May 4, 2023
- Israel Discount Bank of New York 2022 Q4 filed Feb. 7, 2023
- Israel Discount Bank of New York 2022 Q3 filed Nov. 14, 2022
- Israel Discount Bank of New York 2022 Q2 filed Aug. 10, 2022
- Israel Discount Bank of New York 2022 Q1 filed April 8, 2022