Barrett & Company’s LifeX 2030 Income Bucket ETF BCKT Stock Holding History

Barrett & Company’s Portfolio BCKT Stock Details BCKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$461K	Buy	10,425 +6,425	+161%	+$290K	0.16%	88
2025 Q4	$186K	Buy	+4,000	New	+$189K	0.06%	157

Other funds holding BCKT

SRHG

Stone Ridge Holdings Group New York $19M AUM 8.85% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barrett & Company's BCKT Position: Q1 2026 in Review

Barrett & Company increased its LifeX 2030 Income Bucket ETF (BCKT) stake by 161% in Q1 2026, buying an estimated $290K and bringing the position to 10,425 shares worth $461K. The position accounts for 0.16% of the portfolio, ranked #88.

Barrett & Company first reported a position in BCKT in Q4 2025 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold BCKT as of Q1 2026.

Barrett & Company held 10,425 shares of LifeX 2030 Income Bucket ETF worth $461K as of Q1 2026.
Barrett & Company bought 6,425 LifeX 2030 Income Bucket ETF shares in Q1 2026, an estimated $290K.
LifeX 2030 Income Bucket ETF made up 0.16% of Barrett & Company's portfolio in Q1 2026, its #88 holding.
Barrett & Company first reported a position in LifeX 2030 Income Bucket ETF in Q4 2025 and has held it in 2 quarters since.
5 funds tracked by Wall St. Rank held LifeX 2030 Income Bucket ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.