True Wealth Design’s TPG Mortgage Investment Trust MITT Stock Holding History

True Wealth Design’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 Q3	–	Sell	-73	Closed	-$579	–	2711
2026 Q2	$579	Buy	73 +69	+1,725%	+$539	﹤0.01%	2155
2026 Q1	$30	Hold	4	–	–	﹤0.01%	2606
2025 Q4	$35	Sell	4 -16	-80%	-$125	﹤0.01%	2448
2025 Q3	$145	Buy	20 +15	+300%	+$114	﹤0.01%	2373
2025 Q2	$38	Sell	5 -16	-76%	-$111	﹤0.01%	2433
2025 Q1	$154	Buy	+21	New	+$149	﹤0.01%	2053

Other funds holding MITT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

True Wealth Design's MITT Position: Q3 2026 in Review

True Wealth Design sold out of TPG Mortgage Investment Trust (MITT) in Q3 2026, closing a stake of 73 shares — an estimated $579 sold.

True Wealth Design first reported a position in MITT in Q1 2025 and held it in 6 quarters. The position peaked at $579 in Q2 2026. 7 funds tracked by Wall St. Rank hold MITT as of Q3 2026.

True Wealth Design reported no remaining TPG Mortgage Investment Trust position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 73 TPG Mortgage Investment Trust shares in Q3 2026, an estimated $579.
True Wealth Design first reported a position in TPG Mortgage Investment Trust in Q1 2025 and held it in 6 quarters.
True Wealth Design's TPG Mortgage Investment Trust position peaked at $579 in Q2 2026.
7 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.