Alpha Architect 1-3 Month Box ETF $BOXX is Kalehua Capital Management LLC’s Largest Position

Kalehua Capital Management LLC reduced its position in Alpha Architect 1-3 Month Box ETF (BATS:BOXX) by 5.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 218,278 shares of the company’s stock after selling 12,509 shares during the period. Alpha Architect 1-3 Month Box ETF comprises about 18.1% of Kalehua Capital Management LLC’s portfolio, making the stock its biggest holding. Kalehua Capital Management LLC owned about 0.37% of Alpha Architect 1-3 Month Box ETF worth $25,384,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in BOXX. Sound Income Strategies LLC acquired a new stake in Alpha Architect 1-3 Month Box ETF during the first quarter valued at $58,000. Cornerstone Planning Group LLC raised its position in shares of Alpha Architect 1-3 Month Box ETF by 131.5% in the first quarter. Cornerstone Planning Group LLC now owns 1,139 shares of the company’s stock worth $133,000 after acquiring an additional 647 shares during the period. Fiduciary Alliance LLC acquired a new position in shares of Alpha Architect 1-3 Month Box ETF in the first quarter worth about $205,000. Parallel Advisors LLC purchased a new stake in shares of Alpha Architect 1-3 Month Box ETF during the 1st quarter worth about $209,000. Finally, Atlantic Private Wealth LLC grew its position in shares of Alpha Architect 1-3 Month Box ETF by 10.5% during the 4th quarter. Atlantic Private Wealth LLC now owns 1,984 shares of the company’s stock valued at $228,000 after acquiring an additional 188 shares during the period.

Alpha Architect 1-3 Month Box ETF Price Performance

Shares of Alpha Architect 1-3 Month Box ETF stock opened at $117.58 on Monday. The firm has a market cap of $6.99 billion and a PE ratio of 28.96. Alpha Architect 1-3 Month Box ETF has a twelve month low of $112.97 and a twelve month high of $117.59. The business has a 50-day moving average price of $117.11 and a 200 day moving average price of $116.35.

Alpha Architect 1-3 Month Box ETF Company Profile

The Alpha Architect 1-3 Month Box ETF (BOXX) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is actively managed. The fund seeks to provide the price and yield performance of 1-3 month US Treasury Bills, less fees and expenses, through the use of derivatives BOXX was launched on Dec 28, 2022 and is managed by Alpha Architect.