Barrett & Company’s LifeX 2028 Income Bucket ETF LIFT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105K	Buy	+3,950	New	+$108K	0.04%	208

Other funds holding LIFT

SRHG

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

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

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

Barrett & Company opened a new position in LifeX 2028 Income Bucket ETF (LIFT) in Q1 2026: 3,950 shares worth $105K. The stake represents 0.04% of the portfolio and ranks #208 among its holdings.

3 funds tracked by Wall St. Rank hold LIFT as of Q1 2026.

Barrett & Company held 3,950 shares of LifeX 2028 Income Bucket ETF worth $105K as of Q1 2026.
LifeX 2028 Income Bucket ETF was a new Barrett & Company position in Q1 2026.
LifeX 2028 Income Bucket ETF made up 0.04% of Barrett & Company's portfolio in Q1 2026, its #208 holding.
3 funds tracked by Wall St. Rank held LifeX 2028 Income Bucket ETF as of Q1 2026.

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