SHP Wealth Management’s TPG Mortgage Investment Trust MITT Stock Holding History

SHP Wealth Management’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
2026 Q2	$1.58K	Buy	+200	New	+$1.56K	﹤0.01%	1463

Other funds holding MITT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

SHP Wealth Management's MITT Position: Q2 2026 in Review

SHP Wealth Management opened a new position in TPG Mortgage Investment Trust (MITT) in Q2 2026: 200 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #1463 among its holdings.

116 funds tracked by Wall St. Rank hold MITT as of Q2 2026.

SHP Wealth Management held 200 shares of TPG Mortgage Investment Trust worth $1.58K as of Q2 2026.
TPG Mortgage Investment Trust was a new SHP Wealth Management position in Q2 2026.
TPG Mortgage Investment Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1463 holding.
116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2026.

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