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, SPLV, IGIB, IGOV, IEUR, and represent 40.80% of Israel Discount Bank of New York's stock portfolio.
- Added to shares of these 10 stocks: SPLV, IBND, IGOV, AMD, IGIB, IEUR, BCIL, EELV, EWJ, SHY.
- Started 6 new stock positions in AMD, AMZN, GOOG, NVDA, BIIB, AVGO.
- Reduced shares in these 3 stocks: INTC, IWR, IWM.
- Israel Discount Bank of New York was a net buyer of stock by $6.6M.
- Israel Discount Bank of New York has $54M in assets under management (AUM), dropping by 18.50%.
- Central Index Key (CIK): 0001706511
Tip: Access up to 7 years of quarterly data
Positions held by Israel Discount Bank of New York consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Israel Discount Bank of New York
Israel Discount Bank of New York holds 43 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Bloomberg Intl (IBND) | 11.9 | $6.4M | +12% | 206k | 31.18 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 10.2 | $5.5M | +27% | 73k | 74.90 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 6.6 | $3.6M | +10% | 67k | 53.17 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 6.3 | $3.4M | +15% | 83k | 41.03 |
|
| Ishares Tr Core Msci Euro (IEUR) | 5.9 | $3.2M | +12% | 42k | 75.17 |
|
| Exchange Listed Fds Tr Bancreek Int Lc (BCIL) | 4.3 | $2.3M | +17% | 77k | 29.98 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 4.1 | $2.2M | +6% | 32k | 68.41 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.8 | $2.1M | +10% | 2.8k | 748.89 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.8 | $2.1M | +13% | 25k | 82.11 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.6 | $2.0M | +9% | 38k | 52.41 |
|
| Ishares Msci Japan Etf (EWJ) | 3.5 | $1.9M | +16% | 20k | 93.27 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.3 | $1.8M | +6% | 19k | 94.57 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.2 | $1.8M | 8.2k | 212.77 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.2 | $1.7M | +12% | 15k | 117.45 |
|
| Shell Spon Ads (SHEL) | 2.8 | $1.5M | 19k | 77.54 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 2.6 | $1.4M | +25% | 50k | 27.80 |
|
| Ishares Msci Pac Jp Etf (EPP) | 1.7 | $900k | +16% | 17k | 53.26 |
|
| Ishares Tr Broad Usd High (USHY) | 1.5 | $793k | +8% | 21k | 37.02 |
|
| Procter & Gamble Company (PG) | 1.3 | $698k | 4.8k | 146.64 |
|
|
| S&p Global (SPGI) | 1.3 | $692k | 1.7k | 407.26 |
|
|
| Unilever Spon Adr New (UL) | 1.3 | $688k | 11k | 60.12 |
|
|
| Exchange Listed Fds Tr Bancreek Us Larg (BCUS) | 1.1 | $603k | +24% | 16k | 37.04 |
|
| Intel Corporation (INTC) | 1.0 | $527k | -19% | 3.8k | 139.63 |
|
| Microsoft Corporation (MSFT) | 0.9 | $503k | +5% | 1.3k | 373.02 |
|
| Ishares Msci Israel Etf (EIS) | 0.9 | $473k | 3.9k | 120.71 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $458k | 3.4k | 136.72 |
|
|
| Colgate-Palmolive Company (CL) | 0.7 | $403k | 4.4k | 91.68 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.7 | $401k | 4.8k | 83.07 |
|
|
| Apple (AAPL) | 0.7 | $379k | +13% | 1.3k | 289.36 |
|
| Advanced Micro Devices (AMD) | 0.7 | $357k | NEW | 614.00 | 580.91 |
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.6 | $345k | 6.9k | 50.04 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $318k | 891.00 | 357.37 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $314k | 958.00 | 327.33 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $311k | +6% | 1.2k | 253.97 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $306k | -10% | 2.8k | 110.32 |
|
| Nextera Energy (NEE) | 0.5 | $285k | 3.2k | 87.77 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $237k | NEW | 672.00 | 353.33 |
|
| Walt Disney Company (DIS) | 0.4 | $231k | 2.4k | 96.25 |
|
|
| Biogen Idec (BIIB) | 0.4 | $228k | NEW | 1.1k | 216.06 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $227k | NEW | 1.1k | 200.09 |
|
| Amazon (AMZN) | 0.4 | $226k | NEW | 946.00 | 238.34 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $220k | -12% | 731.00 | 300.45 |
|
| Broadcom (AVGO) | 0.4 | $207k | NEW | 549.00 | 377.75 |
|
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 2026 Q2 filed July 7, 2026
- Israel Discount Bank of New York 2026 Q1 filed April 6, 2026
- 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