Free Trial

Israel Discount Bank Of New York Top Holdings and 13F Report (2026)

About Israel Discount Bank Of New York

Investment Activity

  • Israel Discount Bank Of New York has $45.58 million in total holdings as of March 31, 2026.
  • Israel Discount Bank Of New York owns shares of 37 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
  • Approximately 29.18% of the portfolio was purchased this quarter.
  • About 9.98% of the portfolio was sold this quarter.
  • This quarter, Israel Discount Bank Of New York has purchased 37 new stocks and bought additional shares in 13 stocks.
  • Israel Discount Bank Of New York sold shares of 15 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

904767803 - UNILEVER PLC
$652,193 Holding
458140100 - Intel
$207,234 Holding
464287655 - iShares Russell 2000 ETF
$206,584 Holding

Largest Purchases this Quarter

Invesco S&P 500 Low Volatility ETF
34,390 shares (about $2.52M)
iShares International Treasury Bond ETF
31,325 shares (about $1.29M)

Largest Sales this Quarter

Invesco S&P 500 Equal Weight ETF
916 shares (about $175.80K)
iShares Core S&P 500 ETF
253 shares (about $165.26K)
iShares MSCI Pacific ex Japan ETF
2,571 shares (about $136.62K)
iShares MSCI Israel ETF
565 shares (about $65.56K)
Consumer Staples Select Sector SPDR Fund
620 shares (about $50.83K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofIsrael Discount Bank Of New York

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
IBND
SPDR Bloomberg International Corporate Bond ETF
$5,685,868$2,131,622 60.0%182,94312.5%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$4,224,128$2,515,285 147.2%57,7549.3%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$3,222,524$1,106,763 52.3%60,5517.1%Manufacturing
iShares International Treasury Bond ETF stock logo
IGOV
iShares International Treasury Bond ETF
$2,947,328$1,286,205 77.4%71,7816.5%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$2,642,433$725,327 37.8%37,6045.8%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,830,907$711,175 63.5%22,1744.0%Manufacturing
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$1,805,037$1,395 -0.1%19,4094.0%Energy
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,800,338$401,979 28.7%34,2533.9%Manufacturing
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,719,260$44,069 -2.5%30,2743.8%Finance
EXCHANGE LISTED FDS TR
$1,718,608$697,996 68.4%65,4063.8%BANCREEK INT LC
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$1,706,276$364,294 27.1%17,8783.7%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,628,453$165,262 -9.2%2,4933.6%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,581,229$175,799 -10.0%8,2393.5%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$1,532,193$558,606 57.4%12,9193.4%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$1,472,465$588,547 66.6%17,4383.2%ETF
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$1,119,690$1,119,690 New Holding39,8752.5%ETF
iShares MSCI Pacific ex Japan ETF stock logo
EPP
iShares MSCI Pacific ex Japan ETF
$770,158$136,623 -15.1%14,4931.7%Finance
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$727,479$25,493 -3.4%19,7471.6%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$723,0780.0%1,7001.6%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$687,534$6,066 -0.9%4,7601.5%Consumer Staples
UNILEVER PLC
$652,193$652,193 New Holding11,4481.4%SPON ADR NEW
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$568,361$7,804 -1.4%3,3501.2%Energy
Microsoft Corporation stock logo
MSFT
Microsoft
$475,299$22,951 -4.6%1,2841.0%Computer and Technology
iShares MSCI Israel ETF stock logo
EIS
iShares MSCI Israel ETF
$454,877$65,563 -12.6%3,9201.0%ETF
EXCHANGE LISTED FDS TR
$418,893$8,081 2.0%13,1150.9%BANCREEK US LARG
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$395,226$50,828 -11.4%4,8210.9%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$375,0120.0%4,4000.8%Consumer Staples
iShares 10+ Year Investment Grade Corporate Bond ETF stock logo
IGLB
iShares 10+ Year Investment Grade Corporate Bond ETF
$342,2480.0%6,8960.8%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$302,871$18,376 6.5%3,1150.7%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$301,581$7,152 -2.3%3,2470.7%Utilities
Apple Inc. stock logo
AAPL
Apple
$291,351$32,993 -10.2%1,1480.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$281,805$17,944 -6.0%9580.6%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$279,3950.0%1,1430.6%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$256,216$46,297 -15.3%8910.6%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$230,8300.0%2,3950.5%Consumer Discretionary
Intel Corporation stock logo
INTC
Intel
$207,234$207,234 New Holding4,6960.5%Computer and Technology
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$206,584$206,584 New Holding8330.5%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$3,114,329 -100.0%00.0%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$211,118 -100.0%00.0%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$0$210,874 -100.0%00.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$207,276 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data