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Israel Discount Bank of New York

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13F filer, CIK 1706511, NEW YORK, NY

Israel Discount Bank of New York reported $33,532,063 across 41 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 57.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001706511-25-000005

Period
2025-09-30
Reported value
$33.5M
Holdings
41
Top 10 weight
57.82%
New
11
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBNDnew+64,365$2.08M
RSPnew+9,155$1.74M
BCILnew+19,634$568K
SHYnew+6,545$543K
IGOVnew+12,096$515K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IEFreduced-5,102-$492K
IGLBreduced-6,543-$337K
IGSBreduced-4,738-$251K
MBBreduced-1,737-$165K
EEMreduced-1,161-$62K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001706511-25-000005, largest first. % of portfolio is the value over $33,785,073, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,624 shares; 2025Q1: 33,462 shares; 2025Q2: 34,441 shares; 2025Q3: 29,339 shares 29,339$2.83M8.38%-5,102Timeline
IGIBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,007 shares; 2025Q1: 37,425 shares; 2025Q2: 38,076 shares; 2025Q3: 43,667 shares 43,667$2.36M6.99%+5,591Timeline
IEURISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,180 shares; 2025Q1: 32,669 shares; 2025Q2: 31,901 shares; 2025Q3: 31,473 shares 31,473$2.14M6.35%-428Timeline
IBNDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 64,365 shares 64,365$2.08M6.15%newTimeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 66,075 shares; 2025Q1: 40,778 shares; 2025Q2: 39,698 shares; 2025Q3: 38,537 shares 38,537$2.06M6.09%-1,161Timeline
IGSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,944 shares; 2025Q1: 43,611 shares; 2025Q2: 42,788 shares; 2025Q3: 38,050 shares 38,050$2.02M5.97%-4,738Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,797 shares; 2025Q1: 3,094 shares; 2025Q2: 2,605 shares; 2025Q3: 2,671 shares 2,671$1.79M5.29%+66Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,155 shares 9,155$1.74M5.14%newTimeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,429 shares; 2025Q1: 19,429 shares; 2025Q2: 19,424 shares; 2025Q3: 19,424 shares 19,424$1.39M4.11%0Timeline
IGLBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,493 shares; 2025Q1: 26,790 shares; 2025Q2: 28,514 shares; 2025Q3: 21,971 shares 21,971$1.13M3.35%-6,543Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700$827K2.45%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,607 shares; 2025Q1: 1,878 shares; 2025Q2: 1,574 shares; 2025Q3: 1,532 shares 1,532$793K2.35%-42Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,377 shares; 2025Q1: 5,102 shares; 2025Q2: 5,083 shares; 2025Q3: 5,069 shares 5,069$779K2.31%-14Timeline
IEIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,509 shares; 2025Q1: 3,861 shares; 2025Q2: 3,905 shares; 2025Q3: 6,398 shares 6,398$765K2.26%+2,493Timeline
UNILEVER PLCUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,323 shares; 2025Q1: 12,879 shares; 2025Q2: 12,879 shares; 2025Q3: 12,879 shares 12,879$763K2.26%0
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,905 shares; 2025Q1: 9,069 shares; 2025Q2: 9,054 shares; 2025Q3: 8,870 shares 8,870$711K2.11%-184Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,151 shares; 2025Q1: 2,768 shares; 2025Q2: 2,708 shares; 2025Q3: 2,623 shares 2,623$668K1.98%-85Timeline
BCILEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 748,934 shares; 2025Q1: 873,188 shares; 2025Q2: not reported; 2025Q3: 19,634 shares 19,634$568K1.68%newTimeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,545 shares 6,545$543K1.61%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,768 shares; 2025Q1: 2,559 shares; 2025Q2: 2,230 shares; 2025Q3: 2,168 shares 2,168$527K1.56%-62Timeline
IGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,096 shares 12,096$515K1.53%newTimeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,535 shares; 2025Q1: 1,824 shares; 2025Q2: 1,629 shares; 2025Q3: 1,599 shares 1,599$504K1.49%-30Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,521 shares; 2025Q1: 6,129 shares; 2025Q2: 5,412 shares; 2025Q3: 5,015 shares 5,015$484K1.43%-397Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,325 shares; 2025Q1: 6,600 shares; 2025Q2: 6,705 shares; 2025Q3: 4,968 shares 4,968$473K1.4%-1,737Timeline
EISISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,485 shares 4,485$450K1.33%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,240 shares; 2025Q1: 3,853 shares; 2025Q2: 3,818 shares; 2025Q3: 3,796 shares 3,796$428K1.27%-22Timeline
EPPISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,843 shares; 2025Q1: 6,816 shares; 2025Q2: 6,740 shares; 2025Q3: 8,281 shares 8,281$427K1.26%+1,541Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,285 shares; 2025Q1: 2,186 shares; 2025Q2: 1,967 shares; 2025Q3: 1,913 shares 1,913$420K1.24%-54Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,259 shares 5,259$412K1.22%newTimeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,400 shares; 2025Q1: 4,400 shares; 2025Q2: 4,400 shares; 2025Q3: 4,400 shares 4,400$352K1.04%0Timeline
BCUSEXCHANGE LISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,161,281 shares; 2025Q1: 1,268,443 shares; 2025Q2: not reported; 2025Q3: 9,471 shares 9,471$311K0.92%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,246 shares; 2025Q1: 1,481 shares; 2025Q2: 1,385 shares; 2025Q3: 1,281 shares 1,281$310K0.92%-104Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,777 shares; 2025Q1: 1,968 shares; 2025Q2: 1,688 shares; 2025Q3: 1,638 shares 1,638$306K0.9%-50Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,378 shares; 2025Q1: 3,869 shares; 2025Q2: 3,843 shares; 2025Q3: 3,816 shares 3,816$288K0.85%-27Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,445 shares; 2025Q1: 78,963 shares; 2025Q2: 403 shares; 2025Q3: 422 shares 422$281K0.83%+19Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 806 shares; 2025Q1: 531 shares; 2025Q2: 457 shares; 2025Q3: 448 shares 448$255K0.75%-9Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,381 shares; 2025Q2: 1,382 shares; 2025Q3: 1,366 shares 1,366$253K0.75%-16Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,312 shares 1,312$212K0.63%newTimeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 538 shares; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 288 shares 288$212K0.63%-8Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 691 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 512 shares 512$207K0.61%newTimeline
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,405 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,453 shares 1,453$204K0.6%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001706511-25-000005 base2025-11-12acceptance time not in the bulk data set