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 Q3	$459K	Hold	11,737	–	–	0.13%	97
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

Stone Ridge Holdings Group New York $61.2M AUM 18.91% 1-Year Est. Return

Barrett & Company's BCKT Position: Q3 2026 in Review

Barrett & Company held its LifeX 2030 Income Bucket ETF (BCKT) position steady in Q3 2026 at 11,737 shares worth $459K. The position accounts for 0.13% of the portfolio, ranked #97.

Barrett & Company first reported a position in BCKT in Q4 2025 and has held it in 4 quarters since. The position peaked at $491K in Q2 2026. 2 funds tracked by Wall St. Rank hold BCKT as of Q3 2026.

Barrett & Company held 11,737 shares of LifeX 2030 Income Bucket ETF worth $459K as of Q3 2026.
Barrett & Company left its LifeX 2030 Income Bucket ETF share count unchanged in Q3 2026.
LifeX 2030 Income Bucket ETF made up 0.13% of Barrett & Company's portfolio in Q3 2026, its #97 holding.
Barrett & Company first reported a position in LifeX 2030 Income Bucket ETF in Q4 2025 and has held it in 4 quarters since.
Barrett & Company's LifeX 2030 Income Bucket ETF position peaked at $491K in Q2 2026.
2 funds tracked by Wall St. Rank held LifeX 2030 Income Bucket ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.