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Israel Discount Bank Of New York

Portfolio Manager
Israel Discount Bank of New York
Performance
-0.36% (2026 Q1)
AUM (13F)
$45.58M
# of Holdings
37
Performance Rank
Allocation (Top 20)
86.77%

Israel Discount Bank Of New York Holdings Map

Top 37 Israel Discount Bank Of New York Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IBND
SPDR SERIES TRUST
12.47%182.9K$5.7M
+59.97%(+68.58K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 64.4K shares2025-Q4: 114.4K shares2026-Q1: 182.9K shares
$32.45(-2.97%)
2026-03-31
SPLV
INVESCO EXCH TRADED FD TR II
9.27%57.8K$4.2M
+147.19%(+34.39K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 23.4K shares2026-Q1: 57.8K shares
$72.35(+1.85%)
2026-03-31
IGIB
ISHARES TR
7.07%60.6K$3.2M
+52.31%(+20.80K)
2025-Q1: 37.4K shares2025-Q2: 38.1K shares2025-Q3: 43.7K shares2025-Q4: 39.8K shares2026-Q1: 60.6K shares
$53.93(-1.62%)
2026-03-31
IGOV
ISHARES TR
6.47%71.8K$2.9M
+77.43%(+31.32K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 12.1K shares2025-Q4: 40.5K shares2026-Q1: 71.8K shares
$41.92(-0.32%)
2026-03-31
IEUR
ISHARES TR
5.8%37.6K$2.6M
+37.83%(+10.32K)
2025-Q1: 32.7K shares2025-Q2: 31.9K shares2025-Q3: 31.5K shares2025-Q4: 27.3K shares2026-Q1: 37.6K shares
$51.98(+42.55%)
2026-03-31
SHY
ISHARES TR
4.02%22.2K$1.8M
+63.51%(+8.61K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 6.5K shares2025-Q4: 13.6K shares2026-Q1: 22.2K shares
$82.82(-0.76%)
2026-03-31
SHEL
SHELL PLC
3.96%19.4K$1.8M
-0.08%(-15)
2025-Q1: 19.4K shares2025-Q2: 19.4K shares2025-Q3: 19.4K shares2025-Q4: 19.4K shares2026-Q1: 19.4K shares
$52.92(+69.52%)
2026-03-31
IGSB
ISHARES TR
3.95%34.3K$1.8M
+28.75%(+7.65K)
2025-Q1: 43.6K shares2025-Q2: 42.8K shares2025-Q3: 38.0K shares2025-Q4: 26.6K shares2026-Q1: 34.3K shares
$52.50(-0.27%)
2026-03-31
EEM
ISHARES TR
3.77%30.3K$1.7M
-2.50%(-776)
2025-Q1: 40.8K shares2025-Q2: 39.7K shares2025-Q3: 38.5K shares2025-Q4: 31.1K shares2026-Q1: 30.3K shares
$40.86(+60.07%)
2026-03-31
BCIL
EXCHANGE LISTED FDS TR
3.77%65.4K$1.7M
+68.39%(+26.56K)
2025-Q1: 873.2K shares2025-Q2: 0 shares2025-Q3: 19.6K shares2025-Q4: 38.8K shares2026-Q1: 65.4K shares
$27.24(+10.69%)
2026-03-31

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