Sippican Capital Advisors’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Sippican Capital Advisors’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 Q1	–	Sell	-38,628	Closed	-$4.45M	–	110
2025 Q4	$4.45M	Buy	38,628 +20,990	+119%	+$2.4M	2.86%	4
2025 Q3	$2.01M	Buy	17,638 +14,449	+453%	+$1.64M	1.33%	25
2025 Q2	$359K	Sell	3,189 -15,494	-83%	-$1.74M	0.26%	85
2025 Q1	$2.08M	Buy	18,683 +4,537	+32%	+$503K	1.57%	16
2024 Q4	$1.56M	Sell	14,146 -20,463	-59%	-$2.24M	1.14%	36
2024 Q3	$3.77M	Buy	+34,609	New	+$3.75M	2.63%	3

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.26% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Sippican Capital Advisors's BOXX Position: Q1 2026 in Review

Sippican Capital Advisors sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q1 2026, closing a stake of 38,628 shares — an estimated $4.45M sold.

Sippican Capital Advisors first reported a position in BOXX in Q3 2024 and held it in 6 quarters. The position peaked at $4.45M in Q4 2025. 336 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

Sippican Capital Advisors reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q1 2026 after selling out during the quarter.
Sippican Capital Advisors sold 38,628 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $4.45M.
Sippican Capital Advisors first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2024 and held it in 6 quarters.
Sippican Capital Advisors's Alpha Architect 1-3 Month Box ETF position peaked at $4.45M in Q4 2025.
336 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.