Jeff Yass’s Alpha Architect Aggregate Bond ETF BOXA Stock Holding History

Jeff Yass’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
2025 Q4	–	Sell	-3,376	Closed	-$353K	–	13959
2025 Q3	$353K	Buy	+3,376	New	+$350K	﹤0.01%	9744

Other funds holding BOXA

RHS Financial San Francisco, California $248M AUM 23.56% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

E6 Portfolios Midvale, Utah $125M AUM

FIS

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Jeff Yass's BOXA Position: Q4 2025 in Review

Jeff Yass sold out of Alpha Architect Aggregate Bond ETF (BOXA) in Q4 2025, closing a stake of 3,376 shares — an estimated $353K sold.

Jeff Yass first reported a position in BOXA in Q3 2025 and held it in 1 quarter. The position peaked at $353K in Q3 2025. 7 funds tracked by Wall St. Rank hold BOXA as of Q4 2025.

Jeff Yass reported no remaining Alpha Architect Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
Jeff Yass sold 3,376 Alpha Architect Aggregate Bond ETF shares in Q4 2025, an estimated $353K.
Jeff Yass first reported a position in Alpha Architect Aggregate Bond ETF in Q3 2025 and held it in 1 quarter.
Jeff Yass's Alpha Architect Aggregate Bond ETF position peaked at $353K in Q3 2025.
7 funds tracked by Wall St. Rank held Alpha Architect Aggregate Bond ETF as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.