CANANDAIGUA NATIONAL BANK & TRUST CO TIPX SPDR Bloomberg 1-10 Year TIPS ETF

Ownership history in CANANDAIGUA NATIONAL BANK & TRUST CO  ·  10 quarters on record

AI Ownership Summary

CANANDAIGUA NATIONAL BANK & TRUST CO reported SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows TIPX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TIPX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CANANDAIGUA NATIONAL BANK & TRUST CO's position in SPDR Bloomberg 1-10 Year TIPS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TIPX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CANANDAIGUA NATIONAL BANK & TRUST CO held TIPX — position size vs. price
% of Fund (quarterly)    TIPX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 13,950 0% 0.02% $264K 2026-07-07 $18.62
2025 Q4 UNCHANGED 13,950 0% 0.02% $266K 2026-01-30 $18.47
2025 Q3 UNCHANGED 13,950 0% 0.02% $269K 2025-10-07 $18.35
2025 Q2 UNCHANGED 13,950 0% 0.02% $267K 2025-07-08 $17.94
2025 Q1 UNCHANGED 13,950 0% 0.03% $268K 2025-04-25 $17.81
2024 Q4 UNCHANGED 13,950 0% 0.03% $258K 2025-01-06 $17.12
2024 Q3 UNCHANGED 13,950 0% 0.03% $264K 2024-10-03 $17.41
2024 Q2 UNCHANGED 13,950 0% 0.03% $258K 2024-07-11 $16.97
2024 Q1 UNCHANGED 13,950 0% 0.04% $260K 2024-04-01 $16.60
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CANANDAIGUA NATIONAL BANK & TRUST CO and TIPX

These are the practical questions this page is built to answer before you even open the full history table.

How long has CANANDAIGUA NATIONAL BANK & TRUST CO reported owning TIPX?

CANANDAIGUA NATIONAL BANK & TRUST CO reported TIPX across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported TIPX position in CANANDAIGUA NATIONAL BANK & TRUST CO's portfolio?

The largest reported portfolio weight for TIPX was 0.04% in 2024 Q1.

What is the latest reported TIPX position on this page?

The most recent filing on this page is 2026 Q2, when CANANDAIGUA NATIONAL BANK & TRUST CO reported 13,950 shares, equal to 0.02% of portfolio, with an estimated market value of $264K.

What does the chart on this TIPX ownership page compare?

The chart compares CANANDAIGUA NATIONAL BANK & TRUST CO's quarterly TIPX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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