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

Sherman 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 		$2.41M Sell
20,579
-6,013
-23% -$702K 1.81% 15
2026
Q1 		$3.09M Buy
26,592
+10,132
+62% +$1.17M 2.66% 9
2025
Q4 		$1.89M Buy
+16,460
New +$1.88M 1.65% 16

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return
OCG
Opus Capital Group Cincinnati, Ohio $1.03B AUM 20.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
PIA
Pinion Investment Advisors Wichita, Kansas $527M AUM 24.64% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $168M AUM 24.02% 1-Year Est. Return

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

Sherman Wealth Management reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 23% in Q2 2026, selling an estimated $702K and leaving 20,579 shares worth $2.41M. The position accounts for 1.81% of the portfolio, ranked #15.

Sherman Wealth Management first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.09M in Q1 2026. 242 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Sherman Wealth Management held 20,579 shares of Alpha Architect 1-3 Month Box ETF worth $2.41M as of Q2 2026.
  • Sherman Wealth Management sold 6,013 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $702K.
  • Alpha Architect 1-3 Month Box ETF made up 1.81% of Sherman Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Sherman Wealth Management first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • Sherman Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $3.09M in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.