account_balance

Investment manager · 13F filer · SEC CIK 1706511

Israel Discount Bank of New York

Reported value$55.4Mas of Sep 30, 2026
Positions43 3 new, 3 sold out
Top 10 weight57.9%SPLV alone is 11%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPLV Invesco Exch Traded Fd Tr II 10.6% Added +14%
SHY iShares Tr 7.8% Added +112%
IEUR iShares Tr 5.8% Added +3%
IGIB iShares Tr 5.7% Trimmed −7%
IBND SPDR Series Trust 5.7% Trimmed −49%
IGSB iShares Tr 5.6% Added +61%
IEI iShares Tr 5.1% Added +72%
BCIL Exchange Listed FDS Tr 4.0% Held
EEM iShares Tr 3.9% Held
IVV iShares Tr 3.7% Trimmed −2%
VMBS Vanguard Scottsdale FDS 3.7% New
EWJ iShares Inc 3.7% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 7, 2026 filing
add_circleNew
arrow_upwardAdded
  • SHY +112%
  • AMZN +90%
  • IEI +72%
  • IGSB +61%
arrow_downwardTrimmed
  • IGOV −57%
  • IBND −49%
  • USHY −18%
  • RSP −12%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist