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 41.07% of Israel Discount Bank of New York's stock portfolio.
- Added to shares of these 10 stocks: SPLV, IBND, IGOV, EELV, IGIB, IEUR, SHY, BCIL, UL, EWJ.
- Started 4 new stock positions in INTC, UL, IWM, EELV.
- Reduced shares in these 10 stocks: , NVDA, GOOG, AMZN, RSP, IVV, EPP, EIS, XLP, GOOGL.
- Sold out of its positions in GOOG, AMZN, NVDA, SPY.
- Israel Discount Bank of New York was a net buyer of stock by $8.8M.
- Israel Discount Bank of New York has $46M in assets under management (AUM), dropping by 24.04%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Bloomberg Intl (IBND) | 12.5 | $5.7M | +59% | 183k | 31.08 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 9.3 | $4.2M | +147% | 58k | 73.14 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 7.1 | $3.2M | +52% | 61k | 53.22 |
|
| Ishares Tr Intl Trea Bd Etf (IGOV) | 6.5 | $2.9M | +77% | 72k | 41.06 |
|
| Ishares Tr Core Msci Euro (IEUR) | 5.8 | $2.6M | +37% | 38k | 70.27 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 4.0 | $1.8M | +63% | 22k | 82.57 |
|
| Shell Spon Ads (SHEL) | 4.0 | $1.8M | 19k | 93.00 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.9 | $1.8M | +28% | 34k | 52.56 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 3.8 | $1.7M | -2% | 30k | 56.79 |
|
| Exchange Listed Fds Tr Bancreek Int Lc (BCIL) | 3.8 | $1.7M | +68% | 65k | 26.28 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 3.7 | $1.7M | +27% | 18k | 95.44 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.6 | $1.6M | -9% | 2.5k | 653.21 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.5 | $1.6M | -10% | 8.2k | 191.92 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.4 | $1.5M | +57% | 13k | 118.60 |
|
| Ishares Msci Japan Etf (EWJ) | 3.2 | $1.5M | +66% | 17k | 84.44 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 2.5 | $1.1M | NEW | 40k | 28.08 |
|
| Ishares Msci Pac Jp Etf (EPP) | 1.7 | $770k | -15% | 15k | 53.14 |
|
| Ishares Tr Broad Usd High (USHY) | 1.6 | $728k | -3% | 20k | 36.84 |
|
| S&p Global (SPGI) | 1.6 | $723k | 1.7k | 425.34 |
|
|
| Procter & Gamble Company (PG) | 1.5 | $688k | 4.8k | 144.44 |
|
|
| Unilever Spon Adr New (UL) | 1.4 | $652k | NEW | 11k | 56.97 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $568k | 3.4k | 169.66 |
|
|
| Microsoft Corporation (MSFT) | 1.0 | $475k | -4% | 1.3k | 370.17 |
|
| Ishares Msci Israel Etf (EIS) | 1.0 | $455k | -12% | 3.9k | 116.04 |
|
| Exchange Listed Fds Tr Bancreek Us Larg (BCUS) | 0.9 | $419k | 13k | 31.94 |
|
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.9 | $395k | -11% | 4.8k | 81.98 |
|
| Colgate-Palmolive Company (CL) | 0.8 | $375k | 4.4k | 85.23 |
|
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.8 | $342k | 6.9k | 49.63 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.7 | $303k | +6% | 3.1k | 97.23 |
|
| Nextera Energy (NEE) | 0.7 | $302k | -2% | 3.2k | 92.88 |
|
| Apple (AAPL) | 0.6 | $291k | -10% | 1.1k | 253.79 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $282k | -5% | 958.00 | 294.16 |
|
| Johnson & Johnson (JNJ) | 0.6 | $279k | 1.1k | 244.44 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $256k | -15% | 891.00 | 287.56 |
|
| Walt Disney Company (DIS) | 0.5 | $231k | 2.4k | 96.38 |
|
|
| Intel Corporation (INTC) | 0.5 | $207k | NEW | 4.7k | 44.13 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $207k | NEW | 833.00 | 248.00 |
|
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 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
- Israel Discount Bank of New York 2022 Q2 filed Aug. 10, 2022