HBCM
BOXX icon

Heron Bay Capital Management’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Heron Bay Capital Management’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
-1,838
Closed -$203K – 120
2024
Q4 		$203K Buy
+1,838
New +$201K 0.04% 84
2024
Q3 		– Sell
-3,445
Closed -$371K – 107
2024
Q2 		$371K Buy
+3,445
New +$369K 0.08% 68

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $38.8B AUM 21.88% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return

Heron Bay Capital Management's BOXX Position: Q1 2025 in Review

Heron Bay Capital Management sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2025, closing a stake of 1,838 shares — an estimated $203K sold.

Heron Bay Capital Management first reported a position in BOXX in Q2 2024 and held it in 2 quarters. The position peaked at $371K in Q2 2024. 226 funds tracked by Wall St. Rank hold BOXX as of Q1 2025.

  • Heron Bay Capital Management reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2025 after selling out during the quarter.
  • Heron Bay Capital Management sold 1,838 Alpha Architect 1-3 Month Box ETF shares in Q1 2025, an estimated $203K.
  • Heron Bay Capital Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and held it in 2 quarters.
  • Heron Bay Capital Management's Alpha Architect 1-3 Month Box ETF position peaked at $371K in Q2 2024.
  • 226 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2025.

Based on Heron Bay Capital Management's 13F filing for Q1 2025, filed 13 May 2025.