Top 43 Israel Discount Bank of New York Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBND | SPDR SERIES TRUST | 11.86% | 205.5K | $6.4M | +12.32%(+22.53K) | $32.29(-3.61%) | 2026-06-30 | |
| SPLV | INVESCO EXCH TRADED FD TR II | 10.18% | 73.4K | $5.5M | +27.06%(+15.63K) | $72.67(+4.28%) | 2026-06-30 | |
| IGIB | ISHARES TR | 6.61% | 67.1K | $3.6M | +10.83%(+6.55K) | $53.85(-2.91%) | 2026-06-30 | |
| IGOV | ISHARES TR | 6.28% | 82.7K | $3.4M | +15.27%(+10.96K) | $41.77(-1.21%) | 2026-06-30 | |
| IEUR | ISHARES TR | 5.87% | 42.2K | $3.2M | +12.17%(+4.58K) | $54.11(+45.04%) | 2026-06-30 | |
| BCIL | EXCHANGE LISTED FDS TR | 4.25% | 76.6K | $2.3M | +17.10%(+11.18K) | $27.32(+9.45%) | 2026-06-30 | |
| EEM | ISHARES TR | 4.07% | 32.2K | $2.2M | +6.22%(+1.88K) | $42.07(+56.23%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.83% | 2.8K | $2.1M | +10.71%(+267) | $253.12(+207.11%) | 2026-06-30 | |
| SHY | ISHARES TR | 3.81% | 25.1K | $2.1M | +13.05%(+2.89K) | $82.76(-1.05%) | 2026-06-30 | |
| IGSB | ISHARES TR | 3.64% | 37.5K | $2.0M | +9.49%(+3.25K) | $52.49(-0.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.93% | +32.85% | +4.09% | +22.18% |
| Top 20 Holdings Unweighted | +11.25% | +37.69% | +5.34% | +29.70% |
Israel Discount Bank of New York reports $54.02M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are IBND (11.9%), SPLV (10.2%) and IGIB (6.6%). The top 20 holdings account for 84.75% of reported assets. Its disclosed equity book has returned +32.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Israel Discount Bank of New York, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Israel Discount Bank of New Yorkโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1706511). View Israel Discount Bank of New Yorkโs 13F filings on SEC