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True Wealth Design’s Boise Cascade BCC Stock Holding History

True Wealth Design’s Portfolio BCC Stock Details BCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16
Closed -$1.57K – 2592
2025
Q1 		$1.57K Buy
+16
New +$1.81K ﹤0.01% 1098
2024
Q3 		– Sell
-6,497
Closed -$775K – 1279
2024
Q2 		$775K Buy
+6,497
New +$882K 0.19% 94

Other funds holding BCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

True Wealth Design's BCC Position: Q2 2025 in Review

True Wealth Design sold out of Boise Cascade (BCC) in Q2 2025, closing a stake of 16 shares — an estimated $1.57K sold.

True Wealth Design first reported a position in BCC in Q2 2024 and held it in 2 quarters. The position peaked at $775K in Q2 2024. 338 funds tracked by Wall St. Rank hold BCC as of Q2 2025.

  • True Wealth Design reported no remaining Boise Cascade position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 16 Boise Cascade shares in Q2 2025, an estimated $1.57K.
  • True Wealth Design first reported a position in Boise Cascade in Q2 2024 and held it in 2 quarters.
  • True Wealth Design's Boise Cascade position peaked at $775K in Q2 2024.
  • 338 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.