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

Canandaigua National Trust of Florida’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 Q1	$742K	Sell	7,172 -602	-8%	-$62K	0.6%	40
2025 Q4	$796K	Sell	7,774 -7	-0.1%	-$721	0.5%	49
2025 Q3	$804K	Sell	7,781 -206	-3%	-$21.2K	0.64%	40
2025 Q2	$822K	Hold	7,987	–	–	0.58%	43
2025 Q1	$826K	Sell	7,987 -32	-0.4%	-$3.26K	0.73%	32
2024 Q4	$807K	Sell	8,019 -59	-0.7%	-$5.95K	0.63%	41
2024 Q3	$818K	Buy	+8,078	New	+$809K	0.7%	36

Other funds holding STIP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

MMFA

Main Management Fund Advisors San Francisco, California $1.19B AUM 26.23% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Canandaigua National Trust of Florida's STIP Position: Q1 2026 in Review

Canandaigua National Trust of Florida reduced its iShares 0-5 Year TIPS Bond ETF (STIP) stake by 7.7% in Q1 2026, selling an estimated $62K and leaving 7,172 shares worth $742K. The position accounts for 0.6% of the portfolio, ranked #40.

Canandaigua National Trust of Florida first reported a position in STIP in Q3 2024 and has held it in 7 quarters since. The position peaked at $826K in Q1 2025. 759 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

Canandaigua National Trust of Florida held 7,172 shares of iShares 0-5 Year TIPS Bond ETF worth $742K as of Q1 2026.
Canandaigua National Trust of Florida sold 602 iShares 0-5 Year TIPS Bond ETF shares in Q1 2026, an estimated $62K.
iShares 0-5 Year TIPS Bond ETF made up 0.6% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #40 holding.
Canandaigua National Trust of Florida first reported a position in iShares 0-5 Year TIPS Bond ETF in Q3 2024 and has held it in 7 quarters since.
Canandaigua National Trust of Florida's iShares 0-5 Year TIPS Bond ETF position peaked at $826K in Q1 2025.
759 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.