Canandaigua National Bank & Trust’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$264K	Buy	+13,950	New	+$267K	0.02%	281
2025 Q4	$266K	Hold	13,950	–	–	0.02%	279
2025 Q3	$269K	Hold	13,950	–	–	0.02%	285
2025 Q2	$267K	Hold	13,950	–	–	0.02%	279
2025 Q1	$268K	Hold	13,950	–	–	0.03%	275
2024 Q4	$258K	Hold	13,950	–	–	0.03%	282
2024 Q3	$264K	Hold	13,950	–	–	0.03%	283
2024 Q2	$258K	Hold	13,950	–	–	0.03%	270
2024 Q1	$260K	Hold	13,950	–	–	0.04%	235
2023 Q4	$259K	Buy	+13,950	New	+$254K	0.04%	223

Other funds holding TIPX

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SNB

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

TCFP

Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Canandaigua National Bank & Trust's TIPX Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q2 2026: 13,950 shares worth $264K. The stake represents 0.02% of the portfolio and ranks #281 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in TIPX as recently as Q4 2025.

Canandaigua National Bank & Trust first reported a position in TIPX in Q4 2023 and has held it in 10 quarters since. The position peaked at $269K in Q3 2025. 117 funds tracked by Wall St. Rank hold TIPX as of Q2 2026.

Canandaigua National Bank & Trust held 13,950 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $264K as of Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Canandaigua National Bank & Trust position in Q2 2026.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.02% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #281 holding.
Canandaigua National Bank & Trust first reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q4 2023 and has held it in 10 quarters since.
Canandaigua National Bank & Trust's State Street SPDR Bloomberg 1-10 Year TIPS ETF position peaked at $269K in Q3 2025.
117 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.