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BIP Wealth’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

BIP Wealth’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
Q2 		$438K Buy
3,738
+133
+4% +$15.5K 0.01% 391
2026
Q1 		$419K Sell
3,605
-1,943
-35% -$225K 0.02% 318
2025
Q4 		$639K Buy
5,548
+739
+15% +$84.5K 0.02% 264
2025
Q3 		$548K Buy
4,809
+12
+0.3% +$1.36K 0.03% 181
2025
Q2 		$541K Buy
4,797
+41
+0.9% +$4.59K 0.03% 152
2025
Q1 		$530K Hold
4,756
– – 0.03% 146
2024
Q4 		$524K Buy
+4,756
New +$521K 0.04% 147

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

BIP Wealth's BOXX Position: Q2 2026 in Review

BIP Wealth increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 3.7% in Q2 2026, buying an estimated $15.5K and bringing the position to 3,738 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #391.

BIP Wealth first reported a position in BOXX in Q4 2024 and has held it in 7 quarters since. The position peaked at $639K in Q4 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • BIP Wealth held 3,738 shares of Alpha Architect 1-3 Month Box ETF worth $438K as of Q2 2026.
  • BIP Wealth bought 133 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $15.5K.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #391 holding.
  • BIP Wealth first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 7 quarters since.
  • BIP Wealth's Alpha Architect 1-3 Month Box ETF position peaked at $639K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.