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 Q2	$95.5K	Hold	3,950	–	–	0.03%	247
2026 Q1	$105K	Buy	+3,950	New	+$108K	0.04%	208

Other funds holding LIFT

SRHG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Barrett & Company held its LifeX 2028 Income Bucket ETF (LIFT) position steady in Q2 2026 at 3,950 shares worth $95.5K. The position accounts for 0.03% of the portfolio, ranked #247.

Barrett & Company first reported a position in LIFT in Q1 2026 and has held it in 2 quarters since. The position peaked at $105K in Q1 2026. 3 funds tracked by Wall St. Rank hold LIFT as of Q2 2026.

Barrett & Company held 3,950 shares of LifeX 2028 Income Bucket ETF worth $95.5K as of Q2 2026.
Barrett & Company left its LifeX 2028 Income Bucket ETF share count unchanged in Q2 2026.
LifeX 2028 Income Bucket ETF made up 0.03% of Barrett & Company's portfolio in Q2 2026, its #247 holding.
Barrett & Company first reported a position in LifeX 2028 Income Bucket ETF in Q1 2026 and has held it in 2 quarters since.
Barrett & Company's LifeX 2028 Income Bucket ETF position peaked at $105K in Q1 2026.
3 funds tracked by Wall St. Rank held LifeX 2028 Income Bucket ETF as of Q2 2026.

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