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

SHP 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 		$154K Hold
1,313
– – 0.01% 347
2026
Q1 		$153K Sell
1,313
-6,233
-83% -$721K 0.01% 317
2025
Q4 		$869K Buy
+7,546
New +$863K 0.07% 93

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TWD
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SHP Wealth Management's BOXX Position: Q2 2026 in Review

SHP Wealth Management held its Alpha Architect 1-3 Month Box ETF (BOXX) position steady in Q2 2026 at 1,313 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #347.

SHP Wealth Management first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. The position peaked at $869K in Q4 2025. 374 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • SHP Wealth Management held 1,313 shares of Alpha Architect 1-3 Month Box ETF worth $154K as of Q2 2026.
  • SHP Wealth Management left its Alpha Architect 1-3 Month Box ETF share count unchanged in Q2 2026.
  • Alpha Architect 1-3 Month Box ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #347 holding.
  • SHP 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.
  • SHP Wealth Management's Alpha Architect 1-3 Month Box ETF position peaked at $869K in Q4 2025.
  • 374 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.