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

Magnolia 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 		– Sell
-215
Closed -$25K – 38
2026
Q1 		$25K Buy
+215
New +$24.9K 0.01% 92
2024
Q3 		– Sell
-2,093
Closed -$226K – 13
2024
Q2 		$226K Buy
+2,093
New +$224K 0.17% 12

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TWD
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Mariner
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HighTower Advisors
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PPC
Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return
ACM
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IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

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

Magnolia Wealth Management sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q2 2026, closing a stake of 215 shares — an estimated $25K sold.

Magnolia Wealth Management first reported a position in BOXX in Q2 2024 and held it in 2 quarters. The position peaked at $226K in Q2 2024. 371 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Magnolia Wealth Management reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q2 2026 after selling out during the quarter.
  • Magnolia Wealth Management sold 215 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $25K.
  • Magnolia Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and held it in 2 quarters.
  • Magnolia Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $226K in Q2 2024.
  • 371 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

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