Summary
BOXX Chart
Alpha Box ETF (BOXX) Hits New 52-Week High
For investors seeking momentum, Alpha Architect 1-3 Month Box ETF BOXX is probably on the radar. The fund just hit a 52-week high and has risen 4.04% from its 52-week low price of $113.93/share.
BOXX: The IRS Has Entered The Chat
The Alpha Architect 1-3 Month Box ETF is downgraded to Sell due to heightened tax risk from recent IRS scrutiny. BOXX has outperformed short-term Treasury funds like SGOV, primarily by deferring taxes and offering a higher after-tax equivalent yield. The fund's risk profile remains low, with exposure tied mainly to the OCC's performance, but the key risk now is potential retroactive tax reclassification.
BOXX: A Smart Tax Trade, But The IRS Just Started The Clock
The Alpha Architect 1-3 Month Box ETF earns a hold rating due to new IRS scrutiny of its tax-deferral mechanism. BOXX delivers T-bill-like returns via box spreads, offering significant tax advantages for taxable investors holding over a year. The IRS's Notice 2026-62 introduces regulatory risk, explicitly targeting BOXX's core tax strategy with potential retroactive impact.
Alpha Architect 1-3 Month Boxx Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 2,354 | $275,630 | $279,137.32 | $3,507.32 | 1.27% |
 Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 802 | $92,069.2 | $95,145.27 | $3,076.07 | 3.34% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 59,399 | $6.95M | $7.04M | $88,539.42 | 1.27% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,341 | $1.05M | $1.11M | $53,754.59 | 5.1% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 4,841 | $550,246.6 | $574,312.03 | $24,065.43 | 4.37% |
Alpha Architect 1-3 Month Boxx Fund (BOXX) FAQ
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Alpha Architect 1-3 Month Boxx Fund Profile
| BATS Exchange | US Country |
Overview
The fund is notable for its specialized investment strategy, focusing primarily on a technique known as the Box Spread. By targeting investments that have a weighted average maturity of less than 90 days, it aims to allocate substantially all, if not at least 80%, of its total assets in Box Spreads. This investment approach is predicated on utilizing exchange-listed options to execute the box spread strategy, making it distinct in its operational methodology under normal market conditions.
Products and Services
A deep dive into the fund's products and services reveals a sophisticated approach to investment, with a key emphasis on the use of Box Spreads as its principal strategy. Below is a detailed explanation of the fund's primary investment tool:
- Box Spread Investment Strategy - This strategy involves the utilization of an exchange-listed options strategy known as a box spread. The essence of this approach lies in its execution, which hinges on investing in box spreads with the aim that the weighted average maturity based on their expiration dates will be under 90 days. The box spread is a complex options strategy that involves creating a synthetic position using four options contracts, aiming at benefiting from discrepancies in their price alignments for a theoretically risk-free profit. This method demonstrates the fund's innovative use of financial instruments to achieve its investment goals under normal market conditions.
Contact Information
