Israel Discount Bank of New York
Israel Discount Bank of New York reported 43 stocks worth $55.4M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPLV (10.6%), SHY (7.8%) and IEUR (5.8%). Compared with Q2 2026, the fund opened new positions in VMBS, META and DELL, added to SPLV, SHY and IEUR, trimmed IGIB, IBND and IVV and sold out of XOM, IWM and AVGO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPLV Invesco S&P 500 Low Volatility ETF | $5.9M | 10.6% | 83K | +9,970 (+14%) | 4 of 8 | |
| 2 |  SHY Ishares 1-3 Year Treasry | $4.3M | 7.8% | 53K | +28K (+112%) | 5 of 8 | |
| 3 |  IEUR Ishares Core Msci Europe ETF | $3.2M | 5.8% | 43K | +1,199 (+3%) | 8 of 8 | |
| 4 |  IGIB Ishares TR | $3.1M | 5.7% | 63K | −4,549 (−7%) | 8 of 8 | |
| 5 |  IBND Spdr Bloomberg International Corporate Bond ETF | $3.1M | 5.7% | 105K | −101K (−49%) | 5 of 8 | |
| 6 |  IGSB Ishares TR | $3.1M | 5.6% | 60K | +23K (+61%) | 8 of 8 | |
| 7 |  IEI Ishares TR | $2.8M | 5.1% | 25K | +10K (+72%) | 8 of 8 | |
| 8 |  BCIL Exchange Listed Fds TR | $2.2M | 4.0% | 78K | +1,177 (+2%) | 7 of 8 | |
| 9 |  EEM Ishares Msci Emerging | $2.2M | 3.9% | 32K | +263 (+1%) | 8 of 8 | |
| 10 |  IVV Ishares TR | $2.1M | 3.7% | 2,699 | −61 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Israel Discount Bank of New York 13F FAQ
What does Israel Discount Bank of New York own?
Israel Discount Bank of New York reported 43 stocks worth $55.4M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPLV (10.6%), SHY (7.8%) and IEUR (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Israel Discount Bank of New York buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 16 added to, 10 trimmed and 3 sold out. New positions include VMBS, META and DELL. It sold all of XOM, IWM and AVGO.
When will Israel Discount Bank of New York file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Israel Discount Bank of New York's portfolio worth?
The Q3 2026 filing reports $55.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.