Canandaigua National Trust Co of Florida TLT — iShares 20 Year Treasury Bond ETF

Ownership history in Canandaigua National Trust Co of Florida  ·  8 quarters on record

AI Ownership Summary

Canandaigua National Trust Co of Florida reported iShares 20 Year Treasury Bond ETF (TLT) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.39% in 2024 Q3. The latest visible filing shows TLT at 0.11% 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.

What this TLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Canandaigua National Trust Co of Florida's position in iShares 20 Year Treasury Bond 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 Q3

TLT was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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 Trust Co of Florida held TLT — position size vs. price
% of Fund (quarterly)    TLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 2,600 — 0% 0.11% $202K 2026-10-07 $77.15
2026 Q1 UNCHANGED — — — 2,600 — 0% 0.18% $225K 2026-04-08 $84.93
2025 Q4 UNCHANGED — — — 2,600 — 0% 0.14% $227K 2026-01-30 $84.19
2025 Q3 UNCHANGED — — — 2,600 — 0% 0.18% $232K 2025-10-07 $85.23
2025 Q2 UNCHANGED — — — 2,600 — 0% 0.16% $229K 2025-07-08 $81.31
2025 Q1 REDUCED 44.4% -2.0% ✅ 2,600 -2,076 -44.4% 0.21% $237K 2025-04-25 $83.08
2024 Q4 UNCHANGED — — — 4,676 — 0% 0.32% $408K 2025-01-06 $80.39
2024 Q3 INITIATED — — — 4,676 — — 0.39% $459K 2024-11-05 $85.17

FAQ About Canandaigua National Trust Co of Florida and TLT

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

How long has Canandaigua National Trust Co of Florida reported owning TLT?

Canandaigua National Trust Co of Florida reported TLT across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported TLT position in Canandaigua National Trust Co of Florida's portfolio?

The largest reported portfolio weight for TLT was 0.39% in 2024 Q3.

What is the latest reported TLT position on this page?

The most recent filing on this page is 2026 Q3, when Canandaigua National Trust Co of Florida reported 2,600 shares, equal to 0.11% of portfolio, with an estimated market value of $202K.

What does the chart on this TLT ownership page compare?

The chart compares Canandaigua National Trust Co of Florida's quarterly TLT 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.

← Back to Canandaigua National Trust Co of Florida Holdings