Israel Discount Bank Of New York Top Holdings and 13F Report (2025) About Israel Discount Bank Of New YorkInvestment ActivityIsrael Discount Bank Of New York has $26.34 million in total holdings as of June 30, 2025.Israel Discount Bank Of New York owns shares of 30 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.70% of the portfolio was purchased this quarter.About 417.48% of the portfolio was sold this quarter.This quarter, Israel Discount Bank Of New York has purchased 31 new stocks and bought additional shares in 6 stocks.Israel Discount Bank Of New York sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares 7-10 Year Treasury Bond ETF $3,298,415iShares 1-5 Year Investment Grade Corporate Bond ETF $2,257,495iShares Core MSCI Europe ETF $2,111,846iShares 5-10 Year Investment Grade Corporate Bond ETF $2,029,070iShares MSCI Emerging Markets ETF $1,915,032 Largest New Holdings this Quarter 30303M102 - Meta Platforms $218,475 Holding Largest Purchases this Quarter Meta Platforms 296 shares (about $218.48K)iShares 7-10 Year Treasury Bond ETF 979 shares (about $93.76K)iShares 10+ Year Investment Grade Corporate Bond ETF 1,724 shares (about $86.56K)iShares 5-10 Year Investment Grade Corporate Bond ETF 651 shares (about $34.69K)iShares MBS ETF 105 shares (about $9.86K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 78,560 shares (about $48.54M)iShares Core S&P 500 ETF 489 shares (about $303.62K)Microsoft 304 shares (about $151.21K)iShares Russell Mid-Cap ETF 717 shares (about $65.94K)Alphabet 329 shares (about $57.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIsrael Discount Bank Of New York Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFiShares 7-10 Year Treasury Bond ETF$3,298,415$93,759 ▲2.9%34,44112.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,257,495$43,421 ▼-1.9%42,7888.6%ManufacturingIEURiShares Core MSCI Europe ETF$2,111,846$50,842 ▼-2.4%31,9018.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,029,070$34,692 ▲1.7%38,0767.7%ManufacturingEEMiShares MSCI Emerging Markets ETF$1,915,032$52,099 ▼-2.6%39,6987.3%FinanceIVViShares Core S&P 500 ETF$1,617,445$303,620 ▼-15.8%2,6056.1%ETFIGLBiShares 10+ Year Investment Grade Corporate Bond ETF$1,431,688$86,562 ▲6.4%28,5145.4%ETFSHELShell$1,367,644$352 ▼0.0%19,4245.2%EnergySPGIS&P Global$896,3930.0%1,7003.4%FinancePGProcter & Gamble$809,824$3,027 ▼-0.4%5,0833.1%Consumer StaplesULUnilever$787,8080.0%12,8793.0%Consumer StaplesMSFTMicrosoft$782,923$151,213 ▼-16.2%1,5743.0%Computer and TechnologyEWJiShares MSCI Japan ETF$678,778$1,125 ▼-0.2%9,0542.6%ETFMBBiShares MBS ETF$629,532$9,858 ▲1.6%6,7052.4%ETFAAPLApple$555,600$12,310 ▼-2.2%2,7082.1%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$497,742$65,943 ▼-11.7%5,4121.9%ETFJPMJPMorgan Chase & Co.$472,263$56,532 ▼-10.7%1,6291.8%FinanceIEIiShares 3-7 Year Treasury Bond ETF$465,046$5,240 ▲1.1%3,9051.8%ETFAMZNAmazon.com$431,540$48,046 ▼-10.0%1,9671.6%Retail/WholesaleXOMExxon Mobil$411,581$3,773 ▼-0.9%3,8181.6%EnergyCLColgate-Palmolive$399,9600.0%4,4001.5%Consumer StaplesGOOGLAlphabet$392,993$57,980 ▼-12.9%2,2301.5%Computer and TechnologyEPPiShares MSCI Pacific ex Japan ETF$332,754$3,752 ▼-1.1%6,7401.3%FinanceIWMiShares Russell 2000 ETF$298,869$20,716 ▼-6.5%1,3851.1%FinanceNEENextEra Energy$266,781$1,805 ▼-0.7%3,8431.0%UtilitiesNVDANVIDIA$266,687$44,237 ▼-14.2%1,6881.0%Computer and TechnologyMAMastercard$256,807$41,584 ▼-13.9%4571.0%Business ServicesSPYSPDR S&P 500 ETF Trust$248,994$48,538,384 ▼-99.5%4030.9%FinanceMETAMeta Platforms$218,475$218,475 ▲New Holding2960.8%Computer and TechnologyJNJJohnson & Johnson$211,101$153 ▲0.1%1,3820.8%MedicalEXCHANGE LISTED FDS TR$0$37,216,118 ▼-100.0%00.0%BANCREEK US LARGEXCHANGE LISTED FDS TR$0$23,252,996 ▼-100.0%00.0%BANCREEK INT LCShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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