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Baker Boyer National Bank’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Baker Boyer National Bank’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,606
Closed -$508K – 74
2024
Q4 		$508K Hold
4,606
– – 0.18% 45
2024
Q3 		$502K Buy
+4,606
New +$499K 0.17% 46

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TWD
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Cambridge Investment Research Advisors
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ACM
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EFG
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CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
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BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return

Baker Boyer National Bank's BOXX Position: Q1 2025 in Review

Baker Boyer National Bank sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2025, closing a stake of 4,606 shares — an estimated $508K sold.

Baker Boyer National Bank first reported a position in BOXX in Q3 2024 and held it in 2 quarters. The position peaked at $508K in Q4 2024. 226 funds tracked by Wall St. Rank hold BOXX as of Q1 2025.

  • Baker Boyer National Bank reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2025 after selling out during the quarter.
  • Baker Boyer National Bank sold 4,606 Alpha Architect 1-3 Month Box ETF shares in Q1 2025, an estimated $508K.
  • Baker Boyer National Bank first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and held it in 2 quarters.
  • Baker Boyer National Bank's Alpha Architect 1-3 Month Box ETF position peaked at $508K in Q4 2024.
  • 226 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2025.

Based on Baker Boyer National Bank's 13F filing for Q1 2025, filed 29 Apr 2025.