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Alex Polshikov

Israel Discount Bank Of New York

Assets Managed
$45.585M
Holdings
37
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
24.04%(2Q avg: 16.41%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Israel Discount Bank Of New York's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Israel Discount Bank Of New York over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 45.585M in assets, with a quarterly growth rate of 24.04% and a 2-quarter average growth rate of 16.41%. The portfolio is managed by Alex Polshikov, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IBND
Spdr Bloomberg Int Corp
Recent Activity
Increased 59.98%
12.48%
$5.686M
182,943 shares@ $31.08 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Increased 147.2%
9.27%
$4.224M
57,754 shares@ $73.15 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
Increased 52.32%
7.07%
$3.223M
60,551 shares@ $53.22 avg price
IGOV
Ishares International Treasu
Recent Activity
Increased 77.43%
6.47%
$2.947M
71,781 shares@ $41.07 avg price
IEUR
Ishares Core Msci Europe Etf
Recent Activity
Increased 37.84%
5.8%
$2.642M
37,604 shares@ $70.27 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 63.52%
4.02%
$1.831M
22,174 shares@ $82.57 avg price
SHEL
Shell Plc-adr
Recent Activity
Decreased -0.07%
3.96%
$1.805M
19,409 shares@ $93.0 avg price
IGSB
Ishares 1-5y Inv Grade Corp
Recent Activity
Increased 28.75%
3.95%
$1.8M
34,253 shares@ $52.57 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Decreased -2.49%
3.78%
$1.719M
30,274 shares@ $56.79 avg price
BCIL
Bancreek Interl Larg Etf
Recent Activity
Increased 68.39%
3.78%
$1.719M
65,406 shares@ $26.28 avg price

1-10 of 37