Barrett & Company’s LifeX 2035 Income Bucket ETF LDDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.41M	Buy	17,802 +2,056	+13%	+$164K	0.39%	40
2026 Q1	$1.29M	Buy	15,746 +3,851	+32%	+$318K	0.44%	38
2025 Q4	$1,000K	Buy	11,895 +2,750	+30%	+$233K	0.33%	49
2025 Q3	$784K	Buy	9,145 +1,500	+20%	+$129K	0.27%	63
2025 Q2	$666K	Buy	7,645 +6,345	+488%	+$552K	0.25%	66
2025 Q1	$115K	Buy	+1,300	New	+$116K	0.05%	178

Other funds holding LDDR

SRHG

Stone Ridge Holdings Group New York $18.6M AUM 9.31% 1-Year Est. Return

DFS

Demming Financial Services Aurora, Ohio $157M AUM

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

Barrett & Company increased its LifeX 2035 Income Bucket ETF (LDDR) stake by 13% in Q2 2026, buying an estimated $164K and bringing the position to 17,802 shares worth $1.41M. The position accounts for 0.39% of the portfolio, ranked #40.

Barrett & Company first reported a position in LDDR in Q1 2025 and has held it in 6 quarters since. 3 funds tracked by Wall St. Rank hold LDDR as of Q2 2026.

Barrett & Company held 17,802 shares of LifeX 2035 Income Bucket ETF worth $1.41M as of Q2 2026.
Barrett & Company bought 2,056 LifeX 2035 Income Bucket ETF shares in Q2 2026, an estimated $164K.
LifeX 2035 Income Bucket ETF made up 0.39% of Barrett & Company's portfolio in Q2 2026, its #40 holding.
Barrett & Company first reported a position in LifeX 2035 Income Bucket ETF in Q1 2025 and has held it in 6 quarters since.
3 funds tracked by Wall St. Rank held LifeX 2035 Income Bucket ETF as of Q2 2026.

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