Barrett & Company’s LifeX 2060 Longevity Income ETF LFAW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4	Closed	-$719	–	677
2025 Q4	$719	Hold	4	–	–	﹤0.01%	632
2025 Q3	$730	Sell	4 -1	-20%	-$180	﹤0.01%	616
2025 Q2	$825	Hold	5	–	–	﹤0.01%	609
2025 Q1	$843	Buy	+5	New	+$926	﹤0.01%	589

Other funds holding LFAW

SRHG

Stone Ridge Holdings Group New York $18.6M AUM 9.31% 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 LFAW Position: Q1 2026 in Review

Barrett & Company sold out of LifeX 2060 Longevity Income ETF (LFAW) in Q1 2026, closing a stake of 4 shares — an estimated $719 sold.

Barrett & Company first reported a position in LFAW in Q1 2025 and held it in 4 quarters. The position peaked at $843 in Q1 2025. 3 funds tracked by Wall St. Rank hold LFAW as of Q1 2026.

Barrett & Company reported no remaining LifeX 2060 Longevity Income ETF position as of Q1 2026 after selling out during the quarter.
Barrett & Company sold 4 LifeX 2060 Longevity Income ETF shares in Q1 2026, an estimated $719.
Barrett & Company first reported a position in LifeX 2060 Longevity Income ETF in Q1 2025 and held it in 4 quarters.
Barrett & Company's LifeX 2060 Longevity Income ETF position peaked at $843 in Q1 2025.
3 funds tracked by Wall St. Rank held LifeX 2060 Longevity Income ETF as of Q1 2026.

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