James T. Borello RIA’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

James T. Borello RIA’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 Q3	$1.18M	Sell	9,944 -1,598	-14%	-$188K	0.24%	48
2026 Q2	$1.35M	Sell	11,542 -340	-3%	-$39.7K	0.29%	43
2026 Q1	$1.38M	Sell	11,882 -6,475	-35%	-$749K	0.35%	37
2025 Q4	$2.11M	Sell	18,357 -6,722	-27%	-$769K	0.54%	30
2025 Q3	$2.86M	Sell	25,079 -13,421	-35%	-$1.52M	0.77%	26
2025 Q2	$4.34M	Sell	38,500 -11,520	-23%	-$1.29M	1.26%	20
2025 Q1	$5.58M	Buy	50,020 +4,389	+10%	+$487K	1.79%	15
2024 Q4	$5.03M	Buy	45,631 +1,079	+2%	+$118K	1.88%	16
2024 Q3	$4.85M	Sell	44,552 -2,762	-6%	-$299K	1.97%	13
2024 Q2	$5.1M	Buy	47,314 +10,767	+29%	+$1.15M	2.26%	12
2024 Q1	$3.89M	Buy	+36,547	New	+$3.87M	1.77%	12

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $568M AUM 20.88% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

James T. Borello RIA's BOXX Position: Q3 2026 in Review

James T. Borello RIA reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 14% in Q3 2026, selling an estimated $188K and leaving 9,944 shares worth $1.18M. The position accounts for 0.24% of the portfolio, ranked #48.

James T. Borello RIA first reported a position in BOXX in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.58M in Q1 2025. 146 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

James T. Borello RIA held 9,944 shares of Alpha Architect 1-3 Month Box ETF worth $1.18M as of Q3 2026.
James T. Borello RIA sold 1,598 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $188K.
Alpha Architect 1-3 Month Box ETF made up 0.24% of James T. Borello RIA's portfolio in Q3 2026, its #48 holding.
James T. Borello RIA first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 11 quarters since.
James T. Borello RIA's Alpha Architect 1-3 Month Box ETF position peaked at $5.58M in Q1 2025.
146 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.