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RHS Financial, LLC → WDI

RHS Financial, LLC WDI Position History

Western Asset Diversified Income Fund • Financial Services

Quarters held
5
Latest value
$1.9M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.6M
Q4 2025$1.6M
Q1 2026$1.6M
Q2 2026$1.9M
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M254.9K——
Q2 2026$1.9M231.4K——
Q1 2026$1.6M201.1K——
Q4 2025$1.6M188.6K——
Q3 2025$1.6M188.6K——

Other funds holding WDI

Other RHS Financial, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$11.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$9M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.5M
VGES

VANGUARD INDEX FDS

$8.5M