Israel Discount Bank Of New York Q2 2026 Portfolio Activity: Focus on Bond Funds
This quarter, Israel Discount Bank Of New York increased its holdings in several bond ETFs and added new positions while maintaining existing investments.
Portfolio Changes by Investor Name
The portfolio of Israel Discount Bank Of New York, as reported for the period ending June 30, 2026, shows significant activity in fixed income and exchange-traded funds. The investor has demonstrated a preference for expanding positions within specific asset classes.
Increased Holdings This Quarter
Several holdings saw an increase during the quarter:
- IBND (SPDR Series Trust), a bond fund ETF, increased by 12.32% in shares.
- SPLV (Invesco Exchange Traded Fund TR II) experienced the largest percentage increase at 27.06%, adding a substantial number of new shares.
- The investor also boosted its position in IGOV (iShares Treasury Bond ETF) by 15.27%.
- IEUR, another bond fund, saw a notable increase of 12.17% in shares held.
- The position in IGSB (iShares Treasury Bond ETF) grew by 9.49%, while the bond fund holding SHY increased by 13.05%.
- EWJ (iShares Japan ETF), an international equity fund, also saw a significant increase of 16.65% in shares.
These increases suggest continued confidence from the investor in these specific fixed income and international equity vehicles during Q2 2026.
New Positions Added This Quarter
In addition to increasing existing holdings, Israel Discount Bank Of New York added several new positions:
- EEM (iShares Emerging Markets ETF) was introduced into the portfolio.
- EELV, another Invesco fund, entered the picture.
- The healthcare stock BIIB (Biocon Inc) was added to the portfolio for the first time in this filing period.
The addition of these new ETFs and a single equity stock indicates diversification efforts or adjustments within their investment strategy during the quarter.
Maintained Position with Significant Growth
While most changes involved increases, one holding remained unchanged in terms of share count:
- BIIB (Biocon Inc), categorized under Healthcare, was added this quarter with a 100.0% increase in shares.
No positions were reported as being sold during the period by Israel Discount Bank Of New York.
Portfolio Context and Summary
The overall portfolio value stood at $50,429,981. The changes observed primarily involve expanding allocations to bond ETFs like IBND, SHY, IEUR, IGIB, IGSB, and IGov bonds (IGOV), as well as increasing positions in international equity funds such as SPLV and EWJ.
No sales were disclosed by the investor during this quarter. The portfolio continues to be dominated by holdings classified under 'Unknown' sector allocation at 83.93%, with Technology, Energy, Consumer Defensive, Financial Services, Communication Services, Healthcare, Utilities, and Consumer Cyclical allocations making up the remaining portion.
For further details on Israel Discount Bank Of New York's investment activities or specific holdings like Biocon Inc, please refer to the source links provided.