Porter White Investment Advisors’s LifeX 2065 Inflation-Protected Longevity Income ETF LIBD Stock Holding History

Porter White Investment Advisors’s Portfolio LIBD Stock Details LIBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.23M	Buy	4,424 +22	+0.5%	+$6.11K	0.47%	25
2026 Q1	$1.22M	Buy	4,402 +40	+0.9%	+$11.3K	0.49%	22
2025 Q4	$1.23M	Buy	+4,362	New	+$1.25M	0.5%	22

Other funds holding LIBD

SRHG

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

Porter White Investment Advisors's LIBD Position: Q2 2026 in Review

Porter White Investment Advisors increased its LifeX 2065 Inflation-Protected Longevity Income ETF (LIBD) stake by 0.5% in Q2 2026, buying an estimated $6.11K and bringing the position to 4,424 shares worth $1.23M. The position accounts for 0.47% of the portfolio, ranked #25.

Porter White Investment Advisors first reported a position in LIBD in Q4 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold LIBD as of Q2 2026.

Porter White Investment Advisors held 4,424 shares of LifeX 2065 Inflation-Protected Longevity Income ETF worth $1.23M as of Q2 2026.
Porter White Investment Advisors bought 22 LifeX 2065 Inflation-Protected Longevity Income ETF shares in Q2 2026, an estimated $6.11K.
LifeX 2065 Inflation-Protected Longevity Income ETF made up 0.47% of Porter White Investment Advisors's portfolio in Q2 2026, its #25 holding.
Porter White Investment Advisors first reported a position in LifeX 2065 Inflation-Protected Longevity Income ETF in Q4 2025 and has held it in 3 quarters since.
2 funds tracked by Wall St. Rank held LifeX 2065 Inflation-Protected Longevity Income ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.