FIS
BOXA

Fischer Investment Strategies’s Alpha Architect Aggregate Bond ETF BOXA Stock Holding History

Fischer Investment Strategies’s Portfolio BOXA Stock Details BOXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$330K Buy
3,120
+880
+39% +$92.7K 0.16% 43
2026
Q1 		$236K Buy
2,240
+305
+16% +$32.3K 0.14% 42
2025
Q4 		$204K Buy
+1,935
New +$204K 0.12% 51

Other funds holding BOXA

RF
RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EP
E6 Portfolios Midvale, Utah $125M AUM
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM

Fischer Investment Strategies's BOXA Position: Q2 2026 in Review

Fischer Investment Strategies increased its Alpha Architect Aggregate Bond ETF (BOXA) stake by 39% in Q2 2026, buying an estimated $92.7K and bringing the position to 3,120 shares worth $330K. The position accounts for 0.16% of the portfolio, ranked #43.

Fischer Investment Strategies first reported a position in BOXA in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold BOXA as of Q2 2026.

  • Fischer Investment Strategies held 3,120 shares of Alpha Architect Aggregate Bond ETF worth $330K as of Q2 2026.
  • Fischer Investment Strategies bought 880 Alpha Architect Aggregate Bond ETF shares in Q2 2026, an estimated $92.7K.
  • Alpha Architect Aggregate Bond ETF made up 0.16% of Fischer Investment Strategies's portfolio in Q2 2026, its #43 holding.
  • Fischer Investment Strategies first reported a position in Alpha Architect Aggregate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held Alpha Architect Aggregate Bond ETF as of Q2 2026.

Based on Fischer Investment Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.