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 Q2	$491K	Buy	11,737 +1,312	+13%	+$56K	0.14%	99
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 $18.6M AUM 9.31% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barrett & Company's BCKT Position: Q2 2026 in Review

Barrett & Company increased its LifeX 2030 Income Bucket ETF (BCKT) stake by 13% in Q2 2026, buying an estimated $56K and bringing the position to 11,737 shares worth $491K. The position accounts for 0.14% of the portfolio, ranked #99.

Barrett & Company first reported a position in BCKT in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold BCKT as of Q2 2026.

Barrett & Company held 11,737 shares of LifeX 2030 Income Bucket ETF worth $491K as of Q2 2026.
Barrett & Company bought 1,312 LifeX 2030 Income Bucket ETF shares in Q2 2026, an estimated $56K.
LifeX 2030 Income Bucket ETF made up 0.14% of Barrett & Company's portfolio in Q2 2026, its #99 holding.
Barrett & Company first reported a position in LifeX 2030 Income Bucket ETF in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held LifeX 2030 Income Bucket ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.