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 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's MITT Position: Q2 2026 in Review

True Wealth Design increased its TPG Mortgage Investment Trust (MITT) stake by 1,725% in Q2 2026, buying an estimated $539 and bringing the position to 73 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

True Wealth Design first reported a position in MITT in Q1 2025 and has held it in 6 quarters since. 18 funds tracked by Wall St. Rank hold MITT as of Q2 2026.

True Wealth Design held 73 shares of TPG Mortgage Investment Trust worth $579 as of Q2 2026.
True Wealth Design bought 69 TPG Mortgage Investment Trust shares in Q2 2026, an estimated $539.
TPG Mortgage Investment Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2155 holding.
True Wealth Design first reported a position in TPG Mortgage Investment Trust in Q1 2025 and has held it in 6 quarters since.
18 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.