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

IHT 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 		$11.6M Sell
98,917
-4,596
-4% -$536K 0.25% 83
2026
Q1 		$12M Sell
103,513
-11,655
-10% -$1.35M 0.28% 76
2025
Q4 		$13.3M Buy
115,168
+21,142
+22% +$2.42M 0.32% 65
2025
Q3 		$10.7M Buy
94,026
+2,542
+3% +$288K 0.27% 87
2025
Q2 		$10.3M Buy
91,484
+31,079
+51% +$3.48M 0.28% 84
2025
Q1 		$6.75M Buy
60,405
+5,812
+11% +$645K 0.21% 97
2024
Q4 		$6.02M Sell
54,593
-18,166
-25% -$1.99M 0.19% 106
2024
Q3 		$7.93M Buy
72,759
+33,727
+86% +$3.65M 0.23% 90
2024
Q2 		$4.21M Buy
39,032
+19,089
+96% +$2.04M 0.16% 131
2024
Q1 		$2.12M Buy
+19,943
New +$2.11M 0.09% 237

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

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

IHT Wealth Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 4.4% in Q2 2026, selling an estimated $536K and leaving 98,917 shares worth $11.6M. The position accounts for 0.25% of the portfolio, ranked #83.

IHT Wealth Management first reported a position in BOXX in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.3M in Q4 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • IHT Wealth Management held 98,917 shares of Alpha Architect 1-3 Month Box ETF worth $11.6M as of Q2 2026.
  • IHT Wealth Management sold 4,596 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $536K.
  • Alpha Architect 1-3 Month Box ETF made up 0.25% of IHT Wealth Management's portfolio in Q2 2026, its #83 holding.
  • IHT Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q1 2024 and has held it in 10 quarters since.
  • IHT Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $13.3M in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.