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 Q3	$86K	Hold	3,950	–	–	0.02%	245
2026 Q2	$95.5K	Hold	3,950	–	–	0.03%	247
2026 Q1	$105K	Buy	+3,950	New	+$108K	0.04%	208

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

Barrett & Company held its LifeX 2028 Income Bucket ETF (LIFT) position steady in Q3 2026 at 3,950 shares worth $86K. The position accounts for 0.02% of the portfolio, ranked #245.

Barrett & Company first reported a position in LIFT in Q1 2026 and has held it in 3 quarters since. The position peaked at $105K in Q1 2026. 1 fund tracked by Wall St. Rank holds LIFT as of Q3 2026.

Barrett & Company held 3,950 shares of LifeX 2028 Income Bucket ETF worth $86K as of Q3 2026.
Barrett & Company left its LifeX 2028 Income Bucket ETF share count unchanged in Q3 2026.
LifeX 2028 Income Bucket ETF made up 0.02% of Barrett & Company's portfolio in Q3 2026, its #245 holding.
Barrett & Company first reported a position in LifeX 2028 Income Bucket ETF in Q1 2026 and has held it in 3 quarters since.
Barrett & Company's LifeX 2028 Income Bucket ETF position peaked at $105K in Q1 2026.
1 fund tracked by Wall St. Rank held LifeX 2028 Income Bucket ETF as of Q3 2026.

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