Canandaigua National Bank & Trust’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Canandaigua National Bank & Trust’s Portfolio STIP Stock Details STIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.33M	Sell	23,412 -7,637	-25%	-$770K	0.2%	102
2026 Q2	$3.17M	Buy	+31,049	New	+$3.2M	0.27%	82
2025 Q4	$1.15M	Sell	11,220 -1,331	-11%	-$137K	0.1%	164
2025 Q3	$1.3M	Sell	12,551 -252	-2%	-$26K	0.11%	169
2025 Q2	$1.32M	Sell	12,803 -461	-3%	-$47.3K	0.12%	166
2025 Q1	$1.37M	Sell	13,264 -3,486	-21%	-$355K	0.14%	145
2024 Q4	$1.69M	Sell	16,750 -1,542	-8%	-$155K	0.17%	133
2024 Q3	$1.85M	Buy	+18,292	New	+$1.83M	0.18%	126

Other funds holding STIP

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

FLFS

Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Canandaigua National Bank & Trust's STIP Position: Q3 2026 in Review

Canandaigua National Bank & Trust reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 25% in Q3 2026, selling an estimated $770K and leaving 23,412 shares worth $2.33M. The position accounts for 0.2% of the portfolio, ranked #102.

Canandaigua National Bank & Trust first reported a position in STIP in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.17M in Q2 2026. 70 funds tracked by Wall St. Rank hold STIP as of Q3 2026.

Canandaigua National Bank & Trust held 23,412 shares of iShares 0-5 Year TIPS Bond ETF worth $2.33M as of Q3 2026.
Canandaigua National Bank & Trust sold 7,637 iShares 0-5 Year TIPS Bond ETF shares in Q3 2026, an estimated $770K.
iShares 0-5 Year TIPS Bond ETF made up 0.2% of Canandaigua National Bank & Trust's portfolio in Q3 2026, its #102 holding.
Canandaigua National Bank & Trust first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 8 quarters since.
Canandaigua National Bank & Trust's iShares 0-5 Year TIPS Bond ETF position peaked at $3.17M in Q2 2026.
70 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q3 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.