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LifeX 2030 Income Bucket ETF (BCKT): ETF

ETF traded on BATS under symbol BCKT. Quoted in usd.

LifeX 2030 Income Bucket ETF logo

LifeX 2030 Income Bucket ETF

-0.07%$37.94
BATS:BCKTFixed Income
AUM $2.28M·YTD --·Yield --
LifeX 2030 Income Bucket ETF logoBATS:BCKT$37.94-0.07%
About BCKT

BCKT seeks to provide predictable monthly distributions of income and principal through December 2030, less operating fees. The fund delivers fixed monthly payments of $0.0833 per share, with an increasing portion of these distributions coming from the principal as the fund progresses toward its term. Investments concentrate on US Treasury debt securities and money market funds exclusively holding such securities or repurchase agreements backed by them. The fund focuses on bonds with maturities of 5 years or less . A portion of each monthly distribution is considered return capital, reducing the amount for investment and lowering the investor's tax basis in their shares.

Largest holdings

  1. United States Treasury Note/Bond 4.125% 06/30/202822.92%
  2. United States Treasury Note/Bond 3.75% 06/30/202712.74%
  3. United States Treasury Note/Bond 3.5% 09/30/20299.72%
  4. United States Treasury Note/Bond 3.125% 08/31/20297.90%
  5. United States Treasury Note/Bond 3.625% 08/31/20307.12%
  6. United States Treasury Note/Bond 4.125% 11/30/20296.07%
  7. United States Treasury Note/Bond 4% 02/28/20304.57%
  8. United States Treasury Note/Bond 3.625% 08/31/20273.89%
  9. United States Treasury Note/Bond 4.375% 12/15/20263.74%
  10. United States Treasury Note/Bond 4.375% 12/31/20293.36%
Full holdings, sectors and countries
Dividend History
Benchmark Comparison
Compared against
Performance Returns
Drawdown Chart
Analyst Coverage
Savings Plan Calculator
Total Invested
$70,000
Final Portfolio
$111,860
Total Return
+$41,860
(+59.8%)
Dividends Reinvested
$0
compounded into portfolio
Defaults are seeded from historical performance and trailing twelve-month yield. Past performance is not a forecast. Feel free to adjust any input to model your own assumptions.
ETF Key Metrics
AUM$2.28M
NAV$37.94
Premium/Discount-0.01%
Expense Ratio0.25%
Market Cap--
Shares Outstanding--
Inception DateSep. 24, 2025
Fund Details
IssuerStone Ridge
Asset ClassFixed Income
Beta--
SectorFinancial Services
DomicileUS
52-Week Range
$37.85$47.38
Current: $37.94
Volume
Volume7
Avg Volume208
Vol/Avg0.03x

30d

351

60d

181

90d

126

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