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LifeX 2030 Income Bucket ETF
BCKT performance and flow charts
Performance
Flows
Historic performance and flows
Data as of July 17, 2026| 1M | 3M | YTD | 1Y | 3Y | 5Y | |
|---|---|---|---|---|---|---|
| Perf. | +0.39% | -0.04% | +0.63% | |||
| Flows | +$246K | +$246K | -$575K | - | - | - |
Characteristics
This fund is actively managed; it does not track an index. This share class generates a stream of income by distributing dividends.
| Management strategy | Active |
| Strategy | Long Only |
| Provider | Stone Ridge |
| N° of holdings | 28 |
| Dividend policy | Distributing |
| Inception date | September 24, 2025 |
| ESG | No |
More data and info about BCKT on Trackinsight
Exposure
Data as of May 31, 2026Diversification
Total weight of top 15 holdings out of 28
Top 15 Holdings
Sectors
Countries
Maturity
Credit rating
Trading data
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Volatility | +1.59% | |||
Max drawdown | -0.65% | |||
Max drawdown duration | 89d | N/A | N/A | N/A |
Time to recover | N/A | N/A | N/A | N/A |
What type of ETF is BCKT?
BCKT is a Active ETF that provides exposure to Fixed Income assets. It is managed by Stone Ridge.
What does BCKT invest in?
This ETF provides exposure to US Investment Grade Government Bonds. It is part of the segment: US Government Bonds.
What is the expense ratio of BCKT?
The total expense ratio (TER) of BCKT is 0.25%, representing the annual fee charged by the fund manager.
When was BCKT launched?
BCKT was launched on September 24, 2025, marking its entry into the ETF market.
Who is the issuer of BCKT?
BCKT is issued by Stone Ridge.
What is the AUM of BCKT?
As of July 17, 2026, BCKT manages $2.63 M, reflecting the total assets held in the fund.
How has BCKT performed recently?
As of July 17, 2026, BCKT delivered a return of 0.39% over the past month (1M performance), -0.04% over the past three months (3M), and 0.63% year-to-date (YTD).
What are the recent fund flows for BCKT?
As of July 17, 2026, BCKT has seen net flows of +$246K in the past month (1M flow) and -$575K year-to-date (YTD).
How many holdings are in BCKT
As of May 31, 2026, BCKT holds 28 securities in its portfolio. This level of diversification can influence the fund’s risk profile and exposure to individual assets.
How diversified is BCKT?
As of May 31, 2026, BCKT holds 28 securities, with 83.87% of its assets concentrated in its top 15 holdings.
What are the top holdings of BCKT?
As of May 31, 2026, BCKT holds a portfolio of 28 underlyings, with its largest positions including USA, Notes 4.375% 15dec2026, USD (AV-2026), US91282CNV99 and US91282CNY39. These top holdings play a significant role in shaping the fund’s performance and exposure.
What countries or regions does BCKT invest in?
As of May 31, 2026, BCKT has its largest geographic exposures in USA.
What sectors or themes does BCKT focus on?
As of May 31, 2026, BCKT is primarily exposed to Sovereign.
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