Stone Ridge Holdings Group’s LifeX 2028 Income Bucket ETF LIFT Stock Holding History

Stone Ridge Holdings Group’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	$798K	Hold	33,000	–	–	4.29%	9
2026 Q1	$877K	Hold	33,000	–	–	4.6%	8
2025 Q4	$956K	Hold	33,000	–	–	0.07%	10
2025 Q3	$1.03M	Buy	+33,000	New	+$1.03M	0.73%	8

Other funds holding LIFT

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

Stone Ridge Holdings Group's LIFT Position: Q2 2026 in Review

Stone Ridge Holdings Group held its LifeX 2028 Income Bucket ETF (LIFT) position steady in Q2 2026 at 33,000 shares worth $798K. The position accounts for 4.29% of the portfolio, ranked #9.

Stone Ridge Holdings Group first reported a position in LIFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q3 2025. 2 funds tracked by Wall St. Rank hold LIFT as of Q2 2026.

Stone Ridge Holdings Group held 33,000 shares of LifeX 2028 Income Bucket ETF worth $798K as of Q2 2026.
Stone Ridge Holdings Group left its LifeX 2028 Income Bucket ETF share count unchanged in Q2 2026.
LifeX 2028 Income Bucket ETF made up 4.29% of Stone Ridge Holdings Group's portfolio in Q2 2026, its #9 holding.
Stone Ridge Holdings Group first reported a position in LifeX 2028 Income Bucket ETF in Q3 2025 and has held it in 4 quarters since.
Stone Ridge Holdings Group's LifeX 2028 Income Bucket ETF position peaked at $1.03M in Q3 2025.
2 funds tracked by Wall St. Rank held LifeX 2028 Income Bucket ETF as of Q2 2026.

Based on Stone Ridge Holdings Group's 13F filing for Q2 2026, filed 31 Jul 2026.