Oregon Pacific Wealth Management’s Alpha Architect Aggregate Bond ETF BOXA Stock Holding History

Oregon Pacific Wealth Management’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 Q3	–	Sell	-4,234	Closed	-$437K	–	156
2025 Q2	$437K	Buy	4,234 +6	+0.1%	+$611	0.41%	64
2025 Q1	$432K	Buy	+4,228	New	+$427K	0.43%	62

Other funds holding BOXA

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Oregon Pacific Wealth Management's BOXA Position: Q3 2025 in Review

Oregon Pacific Wealth Management sold out of Alpha Architect Aggregate Bond ETF (BOXA) in Q3 2025, closing a stake of 4,234 shares — an estimated $437K sold.

Oregon Pacific Wealth Management first reported a position in BOXA in Q1 2025 and held it in 2 quarters. The position peaked at $437K in Q2 2025. 5 funds tracked by Wall St. Rank hold BOXA as of Q3 2025.

Oregon Pacific Wealth Management reported no remaining Alpha Architect Aggregate Bond ETF position as of Q3 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 4,234 Alpha Architect Aggregate Bond ETF shares in Q3 2025, an estimated $437K.
Oregon Pacific Wealth Management first reported a position in Alpha Architect Aggregate Bond ETF in Q1 2025 and held it in 2 quarters.
Oregon Pacific Wealth Management's Alpha Architect Aggregate Bond ETF position peaked at $437K in Q2 2025.
5 funds tracked by Wall St. Rank held Alpha Architect Aggregate Bond ETF as of Q3 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.