IFG
MITT

Independent Financial Group’s TPG Mortgage Investment Trust MITT Stock Holding History

Independent Financial Group’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,839
Closed -$66.3K – 1128
2024
Q1 		$66.3K Sell
10,839
-313
-3% -$1.92K ﹤0.01% 996
2023
Q4 		$70.8K Buy
+11,152
New +$60.6K ﹤0.01% 931

Other funds holding MITT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Independent Financial Group's MITT Position: Q2 2024 in Review

Independent Financial Group sold out of TPG Mortgage Investment Trust (MITT) in Q2 2024, closing a stake of 10,839 shares — an estimated $66.3K sold.

Independent Financial Group first reported a position in MITT in Q4 2023 and held it in 2 quarters. The position peaked at $70.8K in Q4 2023. 80 funds tracked by Wall St. Rank hold MITT as of Q2 2024.

  • Independent Financial Group reported no remaining TPG Mortgage Investment Trust position as of Q2 2024 after selling out during the quarter.
  • Independent Financial Group sold 10,839 TPG Mortgage Investment Trust shares in Q2 2024, an estimated $66.3K.
  • Independent Financial Group first reported a position in TPG Mortgage Investment Trust in Q4 2023 and held it in 2 quarters.
  • Independent Financial Group's TPG Mortgage Investment Trust position peaked at $70.8K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2024.

Based on Independent Financial Group's 13F filing for Q2 2024, filed 12 Jun 2026.