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

HB Wealth Management’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 		$2.3M Sell
19,601
-5,687
-22% -$664K 0.01% 440
2026
Q1 		$2.94M Sell
25,288
-1,863
-7% -$215K 0.02% 341
2025
Q4 		$3.13M Sell
27,151
-8,594
-24% -$983K 0.02% 331
2025
Q3 		$4.07M Buy
+35,745
New +$4.05M 0.03% 278

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
DI
Deeter Investments Austin, Texas $721M AUM
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

HB Wealth Management's BOXX Position: Q2 2026 in Review

HB Wealth Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 22% in Q2 2026, selling an estimated $664K and leaving 19,601 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #440.

HB Wealth Management first reported a position in BOXX in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.07M in Q3 2025. 375 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • HB Wealth Management held 19,601 shares of Alpha Architect 1-3 Month Box ETF worth $2.3M as of Q2 2026.
  • HB Wealth Management sold 5,687 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $664K.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #440 holding.
  • HB Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2025 and has held it in 4 quarters since.
  • HB Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $4.07M in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.