13FBOX
Israel Discount Bank of New York · 13F Holdings
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Israel Discount Bank of New York

No.9517 Data as of 2026Q2
Latest AUM (Q2 2026)
$54.0M
QoQ Change Q1 2026
+$8.4M+18.5%
Holdings
43
New Buys
6
Adds
20
Reduces
3
Exits
0
Unchanged
14
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
SSPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETFIBND
11.86%12.47%$6.4M205,477$5.7M182,943+22,534+12.32%Add
IINVESCO S&P 500 LOW VOLATILITY ETFSPLV
10.18%9.27%$5.5M73,385$4.2M57,754+15,631+27.06%Add
IISHARES TRIGIB
6.61%7.07%$3.6M67,106$3.2M60,551+6,555+10.83%Add
IISHARES INTERNATIONAL TREASURY BOND ETFIGOV
6.28%6.47%$3.4M82,740$2.9M71,781+10,959+15.27%Add
IISHARES TRIEUR
5.87%5.8%$3.2M42,182$2.6M37,604+4,578+12.17%Add
EEXCHANGE LISTED FDS TRBCIL
4.25%3.77%$2.3M76,589$1.7M65,406+11,183+17.10%Add
IISHARES TREEM
4.07%3.77%$2.2M32,158$1.7M30,274+1,884+6.22%Add
IISHARES TRIVV
3.83%3.57%$2.1M2,760$1.6M2,493+267+10.71%Add
IISHARES 1-3 YEAR TREASURY BOND ETFSHY
3.81%4.02%$2.1M25,067$1.8M22,174+2,893+13.05%Add
IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
3.64%3.95%$2.0M37,504$1.8M34,253+3,251+9.49%Add
IISHARES INCEWJ
3.51%3.23%$1.9M20,342$1.5M17,438+2,904+16.65%Add
IISHARES 7-10YRIEF
3.35%3.74%$1.8M19,113$1.7M17,878+1,235+6.91%Add
IINVESCO EXCHANGE TRADED FD TRSP
3.25%3.47%$1.8M8,239$1.6M8,23900.00%Unchanged
IISHARES TRIEI
3.16%3.36%$1.7M14,532$1.5M12,919+1,613+12.49%Add
SHELL PLCSHEL
2.79%3.96%$1.5M19,409$1.8M19,40900.00%Unchanged
IINVESCO EXCH TRADED FD TR IIEELV
2.58%2.46%$1.4M50,181$1.1M39,875+10,306+25.85%Add
IISHARES INCEPP
1.67%1.69%$899,93416,897$770,15814,493+2,404+16.59%Add
IISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFUSHY
1.47%1.6%$792,89421,418$727,47919,747+1,671+8.46%Add
PROCTER & GAMBLE COPG
1.29%1.51%$698,0074,760$687,5344,76000.00%Unchanged
S&P GLOBAL INCSPGI
1.28%1.59%$692,3421,700$723,0781,70000.00%Unchanged
UUNILEVER PLC SPON ADR NEWUL
1.27%1.43%$688,25411,448$652,19311,44800.00%Unchanged
EEXCHANGE LISTED FDS TRBCUS
1.12%0.92%$603,25916,285$418,89313,115+3,170+24.17%Add
INTEL CORPINTC
0.98%0.45%$527,3833,777$207,2344,696-919-19.57%Reduce
MICROSOFT CORPMSFT
0.93%1.04%$503,2041,349$475,2991,284+65+5.06%Add
IISHARES MSCI ISRAEL ETFEIS
0.88%1%$473,1833,920$454,8773,92000.00%Unchanged
EXXON MOBIL CORPXOM
0.85%1.25%$458,0123,350$568,3613,35000.00%Unchanged
COLGATE PALMOLIVE COCL
0.75%0.82%$403,3924,400$375,0124,40000.00%Unchanged
SSELECT SECTOR SPDR TRXLP
0.74%0.87%$400,4804,821$395,2264,82100.00%Unchanged
APPLE INCAAPL
0.7%0.64%$378,4831,308$291,3511,148+160+13.94%Add
ADVANCED MICRO DEVICES INCAMD
0.66%$356,679614$00+614New Buy
IISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB
0.64%0.75%$345,0766,896$342,2486,89600.00%Unchanged
ALPHABET INCGOOGL
0.59%0.56%$318,417891$256,21689100.00%Unchanged
JPMORGAN CHASE & COJPM
0.58%0.62%$313,582958$281,80595800.00%Unchanged
JOHNSON & JOHNSONJNJ
0.58%0.61%$310,6061,223$279,3951,143+80+7.00%Add
IISHARES RUSSELL MIDCAP ETFIWR
0.57%0.66%$306,1382,775$302,8713,115-340-10.91%Reduce
NNEXTERA ENERGY INCNEE
0.53%0.66%$284,9893,247$301,5813,24700.00%Unchanged
AAlphabet Inc Class CGOOG
0.44%$237,438672$00+672New Buy
DISNEY WALT CODIS
0.43%0.51%$230,5192,395$230,8302,39500.00%Unchanged
BIOGEN INCBIIB
0.42%$227,9431,055$00+1,055New Buy
NVIDIA CORPORATIONNVDA
0.42%$226,5021,132$00+1,132New Buy
AMAZON COM INCAMZN
0.42%$225,470946$00+946New Buy
IISHARES RUSSELLIWM
0.41%0.45%$219,629731$206,584833-102-12.24%Reduce
BROADCOM INCAVGO
0.38%$207,385549$00+549New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow