Bank of America
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Bank of America’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Bank of America’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
2026
Q1 		$221K Sell
1,900
-10,125
-84% -$1.17M ﹤0.01% 5316
2025
Q4 		$1.38M Buy
12,025
+10,125
+533% +$1.16M ﹤0.01% 4330
2025
Q3 		$216K Hold
1,900
– – ﹤0.01% 6242
2025
Q2 		$214K Hold
1,900
– – ﹤0.01% 6153
2025
Q1 		$212K Sell
1,900
-8,575
-82% -$951K ﹤0.01% 6142
2024
Q4 		$1.16M Hold
10,475
– – ﹤0.01% 4906
2024
Q3 		$1.14M Buy
10,475
+3,890
+59% +$422K ﹤0.01% 4972
2024
Q2 		$710K Sell
6,585
-67,177
-91% -$7.2M ﹤0.01% 5119
2024
Q1 		$7.85M Buy
+73,762
New +$7.8M ﹤0.01% 3214

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Bank of America's BOXX Position: Q1 2026 in Review

Bank of America reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 84% in Q1 2026, selling an estimated $1.17M and leaving 1,900 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #5316.

Bank of America first reported a position in BOXX in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.85M in Q1 2024. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • Bank of America held 1,900 shares of Alpha Architect 1-3 Month Box ETF worth $221K as of Q1 2026.
  • Bank of America sold 10,125 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $1.17M.
  • Alpha Architect 1-3 Month Box ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5316 holding.
  • Bank of America first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 9 quarters since.
  • Bank of America's Alpha Architect 1-3 Month Box ETF position peaked at $7.85M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.