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The Analysis of Israel Discount Bank of New York's Holdings & P&L

Currently, Israel Discount Bank of New York holds 37 types of securities in its portfolio with a total value $45.6M. In the most recent quarter, they have increased their positions in N/A (+34.4K shares, valued at $2.5M), IBND (+68.6K shares, valued at $2.1M), IGOV (+31.3K shares, valued at $1.3M); decreased their positions in N/A (-916 shares, valued at $175.8K), IVV (-253 shares, valued at $165.3K), EPP (-2.6K shares, valued at $136.6K); initiated new positions in EELV (+39.9K shares, valued at $1.1M), N/A (+11.4K shares, valued at $652.2K), INTC (+4.7K shares, valued at $207.2K).

1M P&L

+316.2K+0.82%

3M P&L

+703.3K+1.85%

HY P&L

+1.6M+4.38%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A30.9M

83.2%

2Oil & Gas Integrated2.4M

6.4%

3Household & Personal Products1.1M

2.9%

Top Industries by Stock Count

1N/A20 stocks

62.5%

2Household & Personal Products2 stocks

6.3%

3Oil & Gas Integrated2 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IBND SPDR SERIES TRUST182.9K shares59.97%2026-03-312026-04-06

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II57.8K shares147.19%2026-03-312026-04-06

IGIB ISHARES TR60.6K shares52.31%2026-03-312026-04-06

IGOV ISHARES TR71.8K shares77.43%2026-03-312026-04-06

IEUR ISHARES TR37.6K shares37.83%2026-03-312026-04-06

SHY ISHARES TR22.2K shares63.51%2026-03-312026-04-06

SHEL SHELL PLC19.4K shares-0.08%2026-03-312026-04-06

IGSB ISHARES TR34.3K shares28.75%2026-03-312026-04-06

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EEM ISHARES TR30.3K shares-2.50%2026-03-312026-04-06

EXCHANGE LISTED FDS TR EXCHANGE LISTED FDS TR65.4K shares68.39%2026-03-312026-04-06

IEF ISHARES TR17.9K shares27.15%2026-03-312026-04-06

IVV ISHARES TR2.5K shares-9.21%2026-03-312026-04-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.2K shares-10.01%2026-03-312026-04-06

IEI ISHARES TR12.9K shares57.38%2026-03-312026-04-06

EWJ ISHARES INC17.4K shares66.58%2026-03-312026-04-06

EELV INVESCO EXCH TRADED FD TR II39.9K sharesnew addition2026-03-312026-04-06

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EPP ISHARES INC14.5K shares-15.07%2026-03-312026-04-06

USHY ISHARES TR19.7K shares-3.39%2026-03-312026-04-06

SPGI S&P GLOBAL INC1.7K shares0.00%2026-03-312026-04-06

PG PROCTER & GAMBLE CO4.8K shares-0.87%2026-03-312026-04-06

UNILEVER PLC UNILEVER PLC11.4K sharesnew addition2026-03-312026-04-06

XOM EXXON MOBIL CORP3.4K shares-1.35%2026-03-312026-04-06

MSFT MICROSOFT CORP1.3K shares-4.61%2026-03-312026-04-06

EIS ISHARES INC3.9K shares-12.60%2026-03-312026-04-06

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BCUS EXCHANGE LISTED FDS TR13.1K shares1.97%2026-03-312026-04-06

XLP SELECT SECTOR SPDR TR4.8K shares-11.39%2026-03-312026-04-06

CL COLGATE PALMOLIVE CO4.4K shares0.00%2026-03-312026-04-06

IGLB ISHARES TR6.9K shares0.00%2026-03-312026-04-06

IWR ISHARES TR3.1K shares6.46%2026-03-312026-04-06

NEE NEXTERA ENERGY INC3.2K shares-2.32%2026-03-312026-04-06

AAPL APPLE INC1.1K shares-10.17%2026-03-312026-04-06

JPM JPMORGAN CHASE & CO958 shares-5.99%2026-03-312026-04-06

Sponsored

JNJ JOHNSON & JOHNSON1.1K shares0.00%2026-03-312026-04-06

ALPHABET INC ALPHABET INC891 shares-15.30%2026-03-312026-04-06

DIS DISNEY WALT CO2.4K shares0.00%2026-03-312026-04-06

INTC INTEL CORP4.7K sharesnew addition2026-03-312026-04-06

IWM ISHARES TR833 sharesnew addition2026-03-312026-04-06

IBND

SPDR SERIES TRUST

59.97%

Shares182.9K

Event2026-03-31

Filed2026-04-06

INVESCO EXCH TRADED FD TR II

147.19%

Shares57.8K

Event2026-03-31

Filed2026-04-06

IGIB

ISHARES TR

52.31%

Shares60.6K

Event2026-03-31

Filed2026-04-06

IGOV

ISHARES TR

77.43%

Shares71.8K

Event2026-03-31

Filed2026-04-06

IEUR

ISHARES TR

37.83%

Shares37.6K

Event2026-03-31

Filed2026-04-06

SHY

ISHARES TR

63.51%

Shares22.2K

Event2026-03-31

Filed2026-04-06

SHEL

SHELL PLC

-0.08%

Shares19.4K

Event2026-03-31

Filed2026-04-06

IGSB

ISHARES TR

28.75%

Shares34.3K

Event2026-03-31

Filed2026-04-06

EEM

ISHARES TR

-2.50%

Shares30.3K

Event2026-03-31

Filed2026-04-06

EXCHANGE LISTED FDS TR

68.39%

Shares65.4K

Event2026-03-31

Filed2026-04-06

IEF

ISHARES TR

27.15%

Shares17.9K

Event2026-03-31

Filed2026-04-06

IVV

ISHARES TR

-9.21%

Shares2.5K

Event2026-03-31

Filed2026-04-06

INVESCO EXCHANGE TRADED FD T

-10.01%

Shares8.2K

Event2026-03-31

Filed2026-04-06

IEI

ISHARES TR

57.38%

Shares12.9K

Event2026-03-31

Filed2026-04-06

EWJ

ISHARES INC

66.58%

Shares17.4K

Event2026-03-31

Filed2026-04-06

EELV

INVESCO EXCH TRADED FD TR II

New

Shares39.9K

Event2026-03-31

Filed2026-04-06

EPP

ISHARES INC

-15.07%

Shares14.5K

Event2026-03-31

Filed2026-04-06

USHY

ISHARES TR

-3.39%

Shares19.7K

Event2026-03-31

Filed2026-04-06

SPGI

S&P GLOBAL INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-06

PROCTER & GAMBLE CO

-0.87%

Shares4.8K

Event2026-03-31

Filed2026-04-06

UNILEVER PLC

New

Shares11.4K

Event2026-03-31

Filed2026-04-06

XOM

EXXON MOBIL CORP

-1.35%

Shares3.4K

Event2026-03-31

Filed2026-04-06

MSFT

MICROSOFT CORP

-4.61%

Shares1.3K

Event2026-03-31

Filed2026-04-06

EIS

ISHARES INC

-12.60%

Shares3.9K

Event2026-03-31

Filed2026-04-06

BCUS

EXCHANGE LISTED FDS TR

1.97%

Shares13.1K

Event2026-03-31

Filed2026-04-06

XLP

SELECT SECTOR SPDR TR

-11.39%

Shares4.8K

Event2026-03-31

Filed2026-04-06

COLGATE PALMOLIVE CO

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-06

IGLB

ISHARES TR

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-06

IWR

ISHARES TR

6.46%

Shares3.1K

Event2026-03-31

Filed2026-04-06

NEE

NEXTERA ENERGY INC

-2.32%

Shares3.2K

Event2026-03-31

Filed2026-04-06

AAPL

APPLE INC

-10.17%

Shares1.1K

Event2026-03-31

Filed2026-04-06

JPM

JPMORGAN CHASE & CO

-5.99%

Shares958

Event2026-03-31

Filed2026-04-06

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-06

ALPHABET INC

-15.30%

Shares891

Event2026-03-31

Filed2026-04-06

DIS

DISNEY WALT CO

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-06

INTC

INTEL CORP

New

Shares4.7K

Event2026-03-31

Filed2026-04-06

IWM

ISHARES TR

New

Shares833

Event2026-03-31

Filed2026-04-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available